Growing the Future
If the Fertilizer Market Were a Country Song
Episode Summary
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.”🎶
Episode Notes
🎶 If Fertilizer Markets Were A Country Song,
I'd be singin' the blues,
Just lookin' for clues,
On how to get my fields to produce...... 🎶
In the case of Josh Linville Director of Fertilizer at Stone X, fertilizer used to be a relatively boring topic. Now 🎶 “She thinks my fertilizer is sexy”🎶 as the song goes given all of the events in the market in the last two years.
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.”🎶
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.
In this episode, you will learn:
- Josh’s background in agriculture
- How Josh became known as the “Fertilizer Guru”
- Is fertilizer sexy?
- What is Josh’s current role in the fertilizer market
- How Josh’s business helps manufactures
- Who is Josh’s customer? Produce or speculators?
- Why the conversation of fertilizer has become critical
- What has changed with volatility in the past year
- What is a Black Swan Event?
- How is food production correlated to fertilizer?
- Who's profiting off market volatility?
- What is happening in Europe?
- Why can’t we make our own Nitrogen?
- Did we miss the mark with regulation?
- Are we going in the wrong direction?
- Do we see any wherewithal to ensure food security?
- How much of Josh’s job depends on being right
- Where are producers sentiments at?
- What is holding back producers on making fertilizers decisions
- How Josh is coaching retailers on fertilizer markets
- Is regenerative ag going to move the needle on global supplies?
- What is happening with less synthetic fertilizers?
- The Black Swans of logistics
- Why can’t we just truck product?
- How is Amazon effecting fertilizer?
- Josh’s advice for buying nitrogen in next year
- What to do if you didn’t make the jump on purchasing
- Josh’s thoughts on new technologies in efficient catalysts
- Should you worry about not being able to get Nitrogen?
- What is phos going to look like in ten years?
- Snake Oil in phosphorous markets
- Are we creating problems for the future?
- Josh’s thoughts on buying phos right now
- Is there demand destruction?
- What's going on with potash?
- A day in the life of Josh
- How to connect with Josh
Connect with Josh:
Website:https://www.stonex.com
Twitter: https://twitter.com/JLinvilleFert
LinkedIn: https://www.linkedin.com/in/joshua-linville-9555a711/
Aberhart Family of Companies:
https://aberhartagsolutions.ca
https://aberhartfarms.com
https://suregrowth.ca
https://www.convergencegrowth.com
Connect with us on AGvisorPro: https://link-app.agvisorpro.com/aberhart-dan
If you want to be part of the Growing the Future community, make sure to say hi on social at: https://linktr.ee/Growingthefuturepodcast