Josh Linville
3 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement May 14, 2026 by Josh Linville · across every show →
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May 14, 2026 bearish
Linville: Nitrogen and phosphate markets were already tight before Hormuz disruption
“The problem is, if you go back to January one, nitrogen markets and phosphate markets were already dealing with supply tightness because of European production rates, because of a lack of Chinese exports, because the ongoing Russian-Ukraine war.”
May 14, 2026 neutral
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…”