In this episode Dan and Josh discuss whether or not producers should be worried about the supply and current markets. Josh recommends a glass of whiskey to take the edge off while he delivers the news. The reality of the market is that of a Hank Williams song, “A Country Boy Can Survive", … 🎶"The preacher man says its the end of time and the Mississippi River she's a going dry.”🎶
Fertilizer pricing does not move like a normal commodity. It swings on geopolitics, supply shocks, and timing windows that punish anyone who waits too long or buys too early. Josh Linville has spent his career inside that volatility, reading the signals most producers never see.
This episode breaks down why fertilizer markets behave the way they do, and what that means for when you buy.
What's Inside
- Why fertilizer pricing does not follow the same logic as grain or livestock markets
- The supply and geopolitical factors that move nitrogen, phosphate, and potash prices
- What Josh Linville watches for before recommending a buying window
- The timing mistakes that cost producers the most on fertilizer spend
- How to read fertilizer market signals without a trading desk
Related Episodes
- The Input Your Fertility Plan Is Probably Missing -- Craig Davidson on the gap most fertility programs ignore
- Where Does 46% of Your Nitrogen Actually Go? -- Jeff Ivan on fertilizer efficiency and what is lost before the crop uses it
Connect with Josh:
Website:https://www.stonex.com
Twitter: https://twitter.com/JLinvilleFert
LinkedIn: https://www.linkedin.com/in/joshua-linville-9555a711/
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