CF Fertilisers

Bill the Bass

Member
Livestock Farmer
Location
Cumbria
I don’t think high gas prices are anything like the whole story.
Wouldn’t they just increase the price of fertiliser and put the ball in our court if it was purely down to gas prices? After all, foreign imports are struggling for transport and also face the same high gas prices globally, so if CF raised the prices of fertiliser they’d still remain competitive and could still make a profit.
I’d suspect what’s more likely is the plants are old and tired and have been run down through lack of investment and also there are too many people in the chain wanting a cut. If the gas supplier owned a large part of the fertiliser production business then there wouldn’t be a middleman to go bust overnight.
Just as with other fundamental products such as steel and coal they just arent considered vital to the nations strategic interests anymore. They have been left out for the vultures and now when we realise we need them they are merely skeletons stripped of flesh. The spivs who have done this then hold us to ransom.
A shocking dereliction of duty by the government in my view. Zero strategy for primary industries and over reliance on imports combined with eco fascism and an out of sight out of mind policy has got us where we are. And of course “global capitalism” which has no concern at all but for its chief executives.
I was wondering if the fertiliser plant situation is a sub diffuse from government to take attention away from the control the Russians have on our gas supply
 

teslacoils

Member
Arable Farmer
Location
Lincolnshire

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Hindsight

Member
Location
Lincolnshire
How long before reduced pig and poultry throughput impact U.K. feed grain prices? We are all exposed to this. There are no winners
The irony is the demand for chicken and pork is still there, but we are struggling to meet it through no fault of farmers. Yes everybody had been trying to tell farmers how to do their job but hadn’t been doing their’s.
Another thing that’s come to light is there is apparently no management of the transition from fossil to renewable fuels. So fossil fuel production is being cut before renewable capacity or more nuclear is in place.

Think I heard earlier on the radio Billy Bunter (our beloved leader) say ' a bit of rough and tumble until the markets sort it out'. Oh dear Billy your riding your luck again. A lack of PPE for covid - OK electorate forgive you. Gas rationing this winter so cannot heat house and no electric - trouble. And just when the smooth chancellor Rishi is taking away the £20 UC covid uplift.
 

capfits

Member
Think I heard earlier on the radio Billy Bunter (our beloved leader) say ' a bit of rough and tumble until the markets sort it out'. Oh dear Billy your riding your luck again. A lack of PPE for covid - OK electorate forgive you. Gas rationing this winter so cannot heat house and no electric - trouble. And just when the smooth chancellor Rishi is taking away the £20 UC covid uplift.
Was reading that a number of the bigger players in the energy supply business naturally hold options over gas for smoothing purposes.
It transpires at this time the value of these options are currently higher than the value of the said energy companies.
As a beleagured holder of Centrica may I suggest we sell these options and fold the company and return capital to investors?
 

jendan

Member
Mixed Farmer
Location
Northumberland
But food is found in Waitrose and online in Ocado. What have these things called farmers got to do with my weekly shop or delivery? As for the media playing it down, c'mon PSQ that was a tongue in cheek comment!! When has the Daily Wail or Sexpress ever played anything down and not purposefully made a mole hill into a mountain if the chance arose. But I was pleased today to see the 'threat' to Xmas coming through in the media with fear no Turkeys for Xmas. Used to be the first Xmas fear story wasn't until end of October - but now September. Bit like taking a side bet when will see the first Xmas decs for sale in TESCO.
Usually the day after "spook night" / Halloween.
 

2wheels

Member
Location
aberdeenshire
Anyone like to put a value on wheat next autumn if farmers don't get the required fertiliser inputs?

Or put another way, if they get the fert but at double the price?
that will very much depend on the rest of the world. don't be surprised to find a small uk crop and plenty in the rest of the world. a double whammy for uk producers. could easily be the other way of course. 🤔
 

egbert

Member
Livestock Farmer
A question for the collective - unless you think it needs to go elsewhere....
In the interests of what we'll laughingly called 'journalistic research'....
What will be the effects of a large gap in N supply now for a few weeks?
Or a massive price hike?

Are there winter corn crops that are deffo going to suffer for the want?
(I see @Clive is talking about fallowing ground)
 

PSQ

Member
Arable Farmer
A question for the collective - unless you think it needs to go elsewhere....
In the interests of what we'll laughingly called 'journalistic research'....
What will be the effects of a large gap in N supply now for a few weeks?
Or a massive price hike?

Are there winter corn crops that are deffo going to suffer for the want?
(I see @Clive is talking about fallowing ground)

There is a small amount used in the autumn to help establish OSR, but anything ordered September onwards is for spring fertilising, which starts in most areas on February the 15th (NVZ).
 

egbert

Member
Livestock Farmer
There is a small amount used in the autumn to help establish OSR, but anything ordered September onwards is for spring fertilising, which starts in most areas on February the 15th (NVZ).
thanks @PSQ ...pardon my ignorance, I know pretty much nought about such things, and am not the kind of customer CF would be worrying about (annual consumption circa 15-20 tonnes )

I'm guessing there's a price benefit to buying now for spring use, which in turn is about evening out annual supply/demand?

And plenty are doing this to ensure smooth flow of operations when the need occurs.
Jeepers, farmers assisting the market to balance everyone's needs? That doesn't sound like the wicked farmers i keep hearing about!

Pity the rest of the fudging world doesn't work like that.
 
If as a pig farmer you had the opportunity to switch off production now and sell your feed wheat back into the market at a profit rather than chase a loss you would do it in a heartbeat. CF no different. They would be lumbered with expensively made fertiliser with no one willing to pay the price to buy it. Putin has put the squeeze on gas through Ukraine to force Europe and US to give approval to Nordstream 2 line through the Baltic.
What is worse is that wee Burnie in Holyrood numptyville and her green #ssed pals intend to leave gas we could exploit in the North Sea and West of Shetland in the ground. Deficit of 13 billion and last year 27 billion so we definitely don't need the income. I am preparing my campervan for Portuguese and Canaries winters. In the meantime my 4 generators will be worth at least double what I paid for them. Stock up on petrol for the winter boys and gals as no power no pumps at fuel stations.
 

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