phosphate
2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement May 14, 2026 by Josh Linville · across every show →
Everything said about phosphate, oldest first
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 positive
Linville: North America is self-sufficient across major fertilizers except urea
“We are self-sufficient on potash. From a Canadian standpoint, they are the biggest producer and exporter in the world. We are mostly self-sufficient on phosphate as the spring season has shown. UAN and anhydrous, both nitrogen products, we produce almost all t…”