Post by
Danpass on Feb 21, 2022 10:45pm
Stars aligning in favor of the project
Russia-Ukraine and phosphate price..
https://www.dtnpf.com/agriculture/web/ag/crops/article/2022/01/27/russia-ukraine-conflict-cause-supply
..and now escalation of the Morocco Algeria conflict..
https://www.barrons.com/news/morocco-creates-new-military-zone-along-algeria-border-01645470906?refsec=afp-news
.. meaning potential stock upside from instability on the Western Sahara front..
Comment by
Danpass on Mar 03, 2022 5:52pm
"Global phosphate demand is high with supply issues remaining." https://www.dtnpf.com/agriculture/web/ag/crops/article/2022/03/02/average-retail-fertilizer-prices Conflict Triggers Fertilizer Concerns https://www.dtnpf.com/agriculture/web/ag/crops/article/2022/03/03/russia-ukraine-conflict-adds-world
Comment by
Ochterloney on Mar 04, 2022 12:16pm
potash is 100% more expensive, UAN32 is 139% higher, UAN28 is 141% more expensive and anhydrous is 174% higher