Taylor Ferguson
👤 PersonAppearances Over Time
Podcast Appearances
Gotcha. Yeah, we always get stuck in the middle of it. That's just what we do. It's just the way it goes. So, Josh, one of the things you do is you send out a newsletter. You send out market updates to kind of give folks an idea of where we sit. It's full of information. It looks like a brain dump, which is awesome because you get pretty granular on where things sit.
Gotcha. Yeah, we always get stuck in the middle of it. That's just what we do. It's just the way it goes. So, Josh, one of the things you do is you send out a newsletter. You send out market updates to kind of give folks an idea of where we sit. It's full of information. It looks like a brain dump, which is awesome because you get pretty granular on where things sit.
Gotcha. Yeah, we always get stuck in the middle of it. That's just what we do. It's just the way it goes. So, Josh, one of the things you do is you send out a newsletter. You send out market updates to kind of give folks an idea of where we sit. It's full of information. It looks like a brain dump, which is awesome because you get pretty granular on where things sit.
So one of the things you put in here when you talked about China is they're well behind their normal pace of production, especially when you're talking about urea. Is that correct? That's right. So explain how you understand they're behind and how far behind are they?
So one of the things you put in here when you talked about China is they're well behind their normal pace of production, especially when you're talking about urea. Is that correct? That's right. So explain how you understand they're behind and how far behind are they?
So one of the things you put in here when you talked about China is they're well behind their normal pace of production, especially when you're talking about urea. Is that correct? That's right. So explain how you understand they're behind and how far behind are they?
What? That's it?
What? That's it?
What? That's it?
And they're still not done with the school stuff. Okay, so I think in order to keep this organized for our audience, let's just focus on nitrogen now. So now that we've talked a little bit about China, what is the overall status of the nitrogen market right now as far as supply goes? And where do you think things are going to hit?
And they're still not done with the school stuff. Okay, so I think in order to keep this organized for our audience, let's just focus on nitrogen now. So now that we've talked a little bit about China, what is the overall status of the nitrogen market right now as far as supply goes? And where do you think things are going to hit?
And they're still not done with the school stuff. Okay, so I think in order to keep this organized for our audience, let's just focus on nitrogen now. So now that we've talked a little bit about China, what is the overall status of the nitrogen market right now as far as supply goes? And where do you think things are going to hit?
So what else are we missing on the nitrogen front, or does that pretty much wrap that up?
So what else are we missing on the nitrogen front, or does that pretty much wrap that up?
So what else are we missing on the nitrogen front, or does that pretty much wrap that up?
Yeah, 50.
Yeah, 50.
Yeah, 50.
Nope.
Nope.