Choppy watersCOVID cases up in China. Lockdowns in place. Still checking if a strain of concern (omicron stealth subvariant) is at work.
Possibility of peace with Russia/Ukraine plus the COVID resurgence is starting to push oil prices down.
Talk of stagflation. Inflation, with scaled down economic growth.
Fertilizer stocks doing well, but still tough to pick stocks, when every month it seems to point to a different direction. Short-term plays at best.
Yet windfarms have to be buil. If stop for every hic-up, nothing will get built.