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This interview was filmed on April 4, 2022.
Rising fertilizer costs have become a topic of conversation since the war between Russia and Ukraine broke out, with headlines sparking concerns about shortages and higher food prices.
Josh Linville, director of fertilizer at StoneX, said that while the conflict between the two countries may have brought the fertilizer space into focus, it’s far from the only factor at play.
"This is the one that’s finally kind of brought it to the forefront … this isn’t something that happened overnight, this is not just a Russia/Ukraine situation," he said.
#Investing #Mining #Fertilizer
0:00 – Intro
0:18 – Types of fertilizer and Russia’s role in supply
3:27 – Fertilizer supply is tighter than it’s ever been
6:53 – Russia/Ukraine not the whole story for fertilizer
9:11 – How big of a concern are food prices?
12:02 – Where Josh sees fertilizer prices going next
15:09 – Return to normal in fertilizer will take time
16:21 – Outro
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