Recent content by fertman21

CF industries manufacture 9 million ton of urea in just one of their numerous liquid urea plants in the US, usual dodgy dealings by US. But CF aren't happy https://www.cfindustries.com/newsroom/2022/uan-itc-finaldeterminations

looks like short term pain will mean long term gain for Russian gas exports then!!!!! Germany didnt plan for this.

it's hardly surprising, just like it won't be surprising if there isn't a single grain of wheat exported from Ukraine. It's crazy how much much people swallow what the media feed them. Come April 2023 when we see another jump in gas , electric and food prices there will be riots in the streets...

Manufacturers of Imported AN arent interested in trading into the UK, with Russian sanctions they are keeping it for their own use. as has been said a few times, everyone better start to come round to the fact that 2023 is going to be very heavy on urea usage as it is more than 25% cheaper per...

Everything you ever needed to know about CF right here - June 08, 2022 05:05 AM Eastern Daylight Time INCE, U.K.--(BUSINESS WIRE)--CF Fertilisers UK Limited, a subsidiary of CF Industries Holdings, Inc. (NYSE: CF), today announced proposals to restructure its operations in the United Kingdom...

Planet bee mentioned 130k which would equate to around 30-35% of CF's annual capacity which was sold in less than 2 days.

🤦‍♂️🤦‍♂️ https://www.reuters.com/markets/commodities/russia-says-fertiliser-producers-trying-fulfil-contracts-2022-05-17/

Actually UK gas is up 12% since 8am

All things considered, gas still 3-4 times the price it was 12 months ago. Russia who WERE suppliers of circa half of all AN and large proportion of Urea, P+K to Europe now cannot export that. May be wise to hedge your bets on some fert on new season...... unless that is, if you somehow know...

If 40% supply of something stops (European fertiliser supply) then prices increase significantly, just because the cost of production reduces, it doesn't mean that supply just magically appears overnight to reduce the sales price.

Make that 9 times the price https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5188708&span=3

Not a hope, gas is now 8 x the price it was this time last year, fert is 3 times the price. If any fert supplier will sell you something then buy it quick.

When the gas price reduces then the supply will increase pushing prices down. At present there is very little product available so there will be increases in AN as @crazy_bull has indicated. CF are out of the market and with UK gas prices rising to a record high today it doesn't look good for...

When the gas price reduces then the supply will increase pushing prices down. At present there is very little product available so there will be increases in AN as @crazy_bull has indicated. CF are out of the market and with UK gas prices rising to a record high today it doesn't look good for...

some artics can't carry 28.2 hence why Yara and CF are saying that if you order today we will deliver somewhere between 26.4 and 28.2 ton and no balance orders will be delivered. I hate to say it but you have no chance of seeing that one bag.