Mosaic +5%
Fertilizer companies have guided for a strong 2023 demand season on pent-up demand, high crop prices and expectation that farmers could plant more corn (+3%-5%), which is usually input-intensive,” Santosh Seshadri, analyst at HSBC, said in a February 21 report. “However, there is an increasing chance that the recovery could be tepid in 2023 and a full-out demand recovery could be pushed out to 2024.
Nutrien +5%
Lots of news and opinions now circulating re negotiations (or, current lack of) to extend “Black Sea Grain Deal” (and implications)…
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