fertilizer
also referred to as: fertilizers
9 statements across 6 episodes · 1 bullish · 1 bearish · 6 people on the record · first statement Jan 24, 2022 by Rebecca Dell · across every show →
Everything said about fertilizer, oldest first
Jan 24, 2022 neutral
Dec 1, 2022 bullish
Jenny Chase: Solar will be built for green hydrogen production by 2030
“And that's even before you start thinking about, are we going to build solar to make hydrogen? And I suspect that by 2030 we are, just because we've got no idea how else to manage the problems of intermittency and how to decarbonize steel and fertilizer.”
Mar 16, 2023
Mar 16, 2023
Davidson: Crops absorb only about half of applied nitrogen fertilizer
“They take up, on average, roughly half of the fertilizer that we apply. Some crops take up more than half, some crops take up less than half, but a good rule of thumb, on average, is that only about half of the fertilizers we put on the land, and cropland, get…”
Nov 21, 2024
Jan 23, 2025
May 14, 2026
Linville: India recently bought 2.5 million tons of fertilizer above $900/ton
“They paid one of the highest prices we've seen in a very, very long time here recently to buy two and a half million tons. Over 900 dollars a ton. I think the West Coast prices were 935 dollars a ton. East Coast prices were nine 50 plus.”
May 14, 2026 neutral
Linville: Strategic fertilizer reserves are impractical because fertilizer degrades rapidly
“Fertilizer just does not store that well. It breaks down very quickly. And there's always a question like, well, where does it go to? If you ever need to call on it, who gets it at what price and how does it get there? And so it's just not something that reall…”
May 14, 2026 negative
Linville: Global Fertilizer Crunch Is Unprecedented and Directly Threatens Food Supply
“Everybody focuses on oil and gas and things like that coming from the Persian Gulf. You can't eat or drink those products. End of the day, and this is why I think fertilizer becomes such an important topic. It grows the food that we need to eat. It impacts the…”