The Ledger
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Linville: European fertilizer production may never return to 100% capacity
“And unfortunately at this point in time, we're sitting in 20, 26. I don't know that we will ever see a hundred percent in Europe again.”
Linville: Global Fertilizer Prices to Stay Above Average Through Spring 2027
“And ultimately speaking, we could see some dips here and there, but I think the entire structure of this marketplace stays higher priced than average, probably through at least spring of 27.”
Linville: Buyers will renege on urea contracts if Strait reopens in off-season
“And I think a lot of the countries around the world will do exactly that. Just sit there and throw their hands in the air and say, I'm reneging on my purchase because I don't need it right now.”
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…”