Taylor Ferguson
speaker
79 appearances
3 recordings
1 series
first heard Sep 2024
last heard Sep 2024
Taylor Ferguson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
Gotcha. Yeah, we always get stuck in the middle of it. That's just what we do. It's just the way it goes. So, Josh, one of the things you do is you send out a newsletter. You send out market updates to kind of give folks an idea of where we sit. It's full of information. It looks like a brain dump, which is awesome because you get pretty granular on where things sit.
So one of the things you put in here when you talked about China is they're well behind their normal pace of production, especially when you're talking about urea. Is that correct? That's right. So explain how you understand they're behind and how far behind are they?
What? That's it?
And they're still not done with the school stuff. Okay, so I think in order to keep this organized for our audience, let's just focus on nitrogen now. So now that we've talked a little bit about China, what is the overall status of the nitrogen market right now as far as supply goes? And where do you think things are going to hit?
So what else are we missing on the nitrogen front, or does that pretty much wrap that up?
Yeah, 50.
Nope.
Yeah, because a farmer is in a tough spot. You can't grow corn without nitrogen. Right. I mean, you can cut back, right, on some of these scenarios, but ultimately you need to put nitrogen.
Okay. So that wraps up nitrogen. You also include a couple of different sections in your newsletter, one for phosphate, one for potash. Why don't we tackle one of those next?
Really?
Wow. Really? You've ran 15 marathons at Disney World. Disney World. We were there when it was going on. The runners were going through Hollywood Studios. When we were at that park.
That sounds terrible. You did all of that?
And you're doing them both. See, when you run away from the kids, it's not that big of a deal. That's right. Just keep on it going.
Right.
Really?
You'll have deer that glow. You'll have squirrels that glow.
I mean, the other point of what you were saying, Dave, about why don't we produce ourselves as a country, I mean, we do have to have trade partners. And if that means you buy fertilizer from one and so that they buy other products from you, there's a give and take that comes with it. But I've always believed that as well.
Why can't the United States farmers just take care of the United States citizens for food supply? Same thing with manufacturing, so on and so forth. Oil.
More than half. So as we look at, you talked about logistics in Canada with the rail industry. You know, wasn't it about this time last year that we were concerned with water levels in our river systems? And it was a little over a year ago where we had port workers on strike. So far, the U.S. is logistically sound, correct?
I can vouch for that. And? Yeah, those are the environmental costs that they don't tell you.
Showing 41–60 of 79 · page 3 of 4
← Previous
Next →