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ipi earnings Crushed it. .55 vs .29 and .41 whisper China limits export of fertilizer https://www.reuters.com/article/china-exports-fertilisers/chinas-key-fertilizer-firms-say-suspend-exports-ndrc-statement-idUSB9N2OQ04V Wet weather in I think 2018 drying season distorted numbers down in the past. Mos having production problems K1 K2 shaft closures. grain prices expected to stay elevated phosphate prices expected to stay elevated into 2022. paying down debt. Freeze in Brazil I'll start there |
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