Simon White
speaker
448 appearances
2 recordings
1 series
first heard Jul 2026
last heard 11 Sep
Simon White’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
But we might not be so lucky this time around, right?
Because inventories aren't as high anymore.
I don't know if China has as much urea it can offer back into the market.
So this nitrogen and phosphate fertilizer, actually, phosphate fertilizer is already elevated.
It remained elevated because sulfuric acid, 50%, I think, of sulfur.
comes through the straight so you've already got a bit of a bottleneck there and that could spread to the this nitrogen fertilizer and then yeah then you've got a food a food problem on your hands as well
I think gold's an interesting one.
I mean, obviously it ran up unsustainably.
Yeah.
Which is really unfortunate.
If you're kind of like, like gold, to have it as like a portfolio hedge, that's kind of the worst thing you want to see.
Because you know the inevitable was going to happen.
It was going to have to unravel completely.
to some extent, which it did.
And it's always, it being gold as well, it's probably going to do so more than anyone kind of expected.
So you kind of had to sit through all the kind of expected, in my mind anyway, noise of, oh, that's it.
It's the end of the gold trade.
You know, real rates are going up.
So that's it.
It's over.
Showing 361–380 of 448 · page 19 of 23
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