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AUTHOR
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7
member
1/21/20 3:12PM
new ammonia plant
Caveat; I owned CF years ago and haven't followed that closely since. However I remember a big part of the thesis was Urea prices needed to incentivise newbuild was way higher that todays price. So... login to read the rest
At this point seems like people are capitulating on ag - but what's the best name to own in that scenario? is it these guys or Corteva post spin, FMC, ie something a little less... login to read the rest
Hey Biffins,
With china being the swing producer in the world and the US being a big import market, do you see the tariffs having a positiive impact on NOLA pricing? Or will chinese production just
you mention transportation costs but are US nat gas prices and global spreads also a factor given that’s a key cost input?
any thoughts on P&K tightness at this point? Is NTR of any interest, or
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