Port_Analytics @Port_Analysis

Early in my career, I got swept up in the romance of massive TAMs and revolutionary tech. I paid for those mistakes with real capital. The #AgTech graveyard is full of brilliant founders who underestimated adoption friction and respected coding more than they respected biology. If you're allocating capital or building in this space, read this before you write the next check:  vantrumpreport.com/2026/06/01/why…

@EAMckinstry @AllieJade1 😂😂😂👏👏👏

#Wheat market is not gonna like today's crop production report

@bouta_nt @barrelracernt 🙄

This chart couldn’t be more relevant for what’s unfolding right now. Agricultural commodities are starting to move, but the real move hasn’t happened yet. As energy prices settle at higher levels — much like metals already have — I expect agricultural commodities to begin accelerating as well. Commodity markets rotate, and agriculture is likely next in line. substack.com/@tavicosta/p-1…

Sorry for the self promotion. If you farm and need more insight into what is happening in the fertilizer world, I put out a farmer fertilizer newsletter. The idea is to keep you up to date with what is driving the prices and what to watch for. shop.stonex.com/products/farme…

Just so you know, someone did a deep dive on every fertilizer company in early November 2025. Producers : $NTR – Nutrien Ltd – Potash, Nitrogen, Phosphate – 🇨🇦 Canada $SQM – Sociedad Quí. y Min. de Chile – Potash, Phosphate – 🇨🇱 Chile $MOS – The Mosaic Company – Phosphate, Potash – 🇺🇸 United States $CF – CF Industries – Nitrogen – 🇺🇸 United States $YAR.OL – Yara International – Nitrogen, NPK – 🇳🇴 Norway $ICL – ICL Group – Potash, Phosphate, NPK – 🇮🇱 Israel $SDF.DE – K+S AG – Potash – 🇩🇪 Germany $2020.SR – SABIC Agri-Nutrients – Nitrogen – 🇸🇦 Saudi Arabia $ATT.WA – Grupa Azoty – Nitrogen, NPK – 🇵🇱 Poland $0297.HK – Sinofert Holdings – NPK – 🇨🇳 China $IPI – Intrepid Potash – Potash – 🇺🇸 United States $PHOR.ME – PhosAgro – Phosphate – 🇷🇺 Russia $NPK.TO – Verde AgriTech – Potash – 🇧🇷 Brazil $UAN – CVR Partners, LP – Nitrogen – 🇺🇸 United States $IFOS.V – Itafos – Phosphate – 🇨🇦 Canada Developers / Explorers $DAN.V – Arianne Phosphate – Phosphate – 🇨🇦 Canada $MNB.AX – Minbos Resources – Phosphate – 🇦🇴 Angola $GSP.V – Gensource Potash – Potash – 🇨🇦 Canada $KP2.L – Kore Potash – Potash – 🇨🇬 Republic of the Congo $EML.L – Emmerson plc – Potash – 🇲🇦 Morocco $PHOS.CN – First Phosphate Corp – Phosphate – 🇨🇦 Canada $PHO.AX – PhosCo Ltd – Phosphate – 🇹🇳 Tunisia $AEV.AX – Avenira Ltd – Phosphate – 🇦🇺 Australia $AMN.AX – Agrimin Ltd – Potash – 🇦🇺 Australia $AGR.AX – Aguia Resources – Phosphate – 🇧🇷 Brazil $SAGE.V – Sage Potash Corp – Potash – 🇺🇸 United States $MLP.V – Millennial Potash Corp – Potash – 🇬🇦 Gabon

Kacper Piotr Kaminski @Kacper_PK_CH

7 months ago

Agriculture Deep Dive | Fertilizers - Part 1 🧵 Starting a series where we look at leading agricultural companies and their charts. First focus: fertilizer producers, the foundation of global food supply 🌾 Bear with me, it’ll take a bit to get through them all. Some today,

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Our chart of the week shows a steep drop in global #urea export availability #nitrogen #fertilizer

Urea futures

Joe Weisenthal @TheStalwart

3 months ago

NEW ODD LOTS The War in Iran is creating a fertilizer crisis at the worst possible time for farmers around the world @tracyalloway and I talk to Bloomberg Intelligence agriculture analyst about the surging cost of urea podcasts.apple.com/us/podcast/war…

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🇨🇳China imported 12.55 million metric tons of soybeans in Jan-Feb, the smallest volume for the period in 7 years. The Brazilian harvest was slower, U.S. cargoes were still en route and customs clearing times were extended. Expectations for March are relatively better.

According to Oil World, during October-January MY 2025/26, Australian canola exports decreased by 18% compared to the corresponding period of the previous season to 1.86 million tons, which is the lowest figure in the last 4 years. During the same period, canola supplies from Australia to the EU decreased from 1.73 to 1.12 million tonnes, to Pakistan from 342 to 0 thousand tonnes. At the same time, supplies to the UAE increased from 54 to 311 thousand tonnes, to China from 0 to 185 thousand tonnes and to Japan from 37 to 196 thousand tonnes. In January, Australia exported 571 thousand tons of canola (compared to 602 thousand tons in December 2025 and 784 thousand tons in January 2025), of which 369 (462; 543) thousand tons were exported to the EU.

Is that two crude benchmarks? Nope. It’s #wheat following #crude almost tick by tick. No edge vs crude guys, for now... ZW vs WTI: 👇 #oatt #sizovreport #wheat #commodities #oatt #oott

World Grain FOB Prices and Freight Rates Corn FOB at U.S. NOLA is $216/mt Corn FOB at U.S. PNW is $222/mt Corn FOB Brazil is $230/mt Soybeans FOB at NOLA is $470/mt Soybeans FOB at Brazil is $425/mt Panamax freight from U.S. Gulf to China is 57/mt Panamax freight from U.S. PNW to China is 32/mt Panamax freight from Brazil to China is 49/mt To read about world grain FOB prices and freight rates of this week visit our blog at the link below. wrightonthemarket.com/post/world-gra…

@WheatWatcher Incitec pivot have the off take incitecpivotfertilisers.com.au/news/latest-ne….

Good day at South Stirling with @Stirlings2Coast hosted @GRDCWest Seeder set-up workshop. More than setting up your seeding rig, it was also a good agronomy update. Well done crew & Goads for hosting. Heading to Ravy for another tomorrow - check out the GRDC diary dates for yours

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@bouta_nt Rawhide it is!

@brendanw59 😂😂👏👏

@GRDCWest @OptusStadium @GrainIndustryWA Thanks so much team. A first class event! 👏👏

👏 Congratulations to WA grains leaders Dr Ron Yates (@nudenutwa) and Callum Wesley (@Callum_Wesley), recipients of the 2026 GRDC western panel awards. 🌱 Seed of Light - West: Dr Ron Yates 🌾 Emerging Leader - West: Callum Wesley Well-deserved recognition for grains research outcomes extension that delivers real on-farm impact. Read more: bit.ly/4qD6nIU @DPIRDbroadacre | @WAAgCollab | @MurdochUni #GRDCAwards #WAGrains #GrowerLedResearch

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@karenab32 👏👏😂😂