fertilizer supply
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 14, 2026 by Josh Linville · across every show →
Everything said about fertilizer supply, oldest first
May 14, 2026 bearish
Linville: Prolonged Hormuz closure through autumn will trigger global fertilizer rationing
“If we get to the fourth of July and the straight is still closed, if we start up with my youngest is a freshman high school, be a sophomore in the fall. If he goes back to school in the fall and the straight is still closed, we have lost so much supply out the…”