Fert23

[TOM4CWB]

This morning US prices:

[AlbertaFarmer5]

Question for all the farmers buying fertilizer almost a year in advance. Are you bullish commodities in general? Would you pre-sell grain at the same time or do you see inflation taking fertilizer and grain both higher?
Or do you just think that fertilizer is charting its own course with its own unique fundamentals?

[Partners]

Question for all the farmers buying fertilizer almost a year in advance. Are you bullish commodities in general? Would you pre-sell grain at the same time or do you see inflation taking fertilizer and grain both higher?
Or do you just think that fertilizer is charting its own course with its own unique fundamentals?

For us who blow it down oct 1st it's 100 bucks a tonne more than we paid last Aug.
Not bad ..to guarantee product..

[jazz]

Or do you just think that fertilizer is charting its own course with its own unique fundamentals?

With an inflation fight underway and recession looming I bet commodities get a rug pull.

Turkey is negotiating a grain corridor out of the Black Sea. West is backing away from sanctions because they didn’t work and backfired.

Only commodity I am bullish on is oil and gas and that has to do with the climate cult.

[TOM4CWB]

With an inflation fight underway and recession looming I bet commodities get a rug pull.

Turkey is negotiating a grain corridor out of the Black Sea. West is backing away from sanctions because they didn’t work and backfired.

Only commodity I am bullish on is oil and gas and that has to do with the climate cult.

If black oil stays up... which I believe it will, grains will stay up as well. Corn, Soy, and Canola are supported by oil through biofuels... watch Biden.... the carbon emission reductions from new reformulated biodiesel is from a CI of 110gC02e/MJ [in fossil Diesel/Jet fuel] down to; in renewable diesel/jet fuel; a CI of 25.46 gCO2e/MJ

https://www.greencarcongress.com/2022/07/20220716-p66.html

This is why the EU is so opposed to biofuels... but Asia will use Palm and other veg oils... 35% mandated yesterday ln SE Asia...

The anti-C02 cult... it certainly looks like their brainwashing job has been amazingly successful!

[Jay-mo]

Booked a little 28 at $540 just to put some weight in the tank.

I bought about 25% of my 28 at $543, last week. Watching it closely. Not sure if I should buy more if it goes up $50 or down $50.

[TOM4CWB]

If black oil stays up... which I believe it will, grains will stay up as well. Corn, Soy, and Canola are supported by oil through biofuels... watch Biden.... the carbon emission reductions from new reformulated biodiesel is from a CI of 110gC02e/MJ [in fossil Diesel/Jet fuel] down to; in renewable diesel/jet fuel; a CI of 25.46 gCO2e/MJ

https://www.greencarcongress.com/2022/07/20220716-p66.html

This is why the EU is so opposed to biofuels... but Asia will use Palm and other veg oils... 35% mandated yesterday ln SE Asia...

The anti-C02 cult... it certainly looks like their brainwashing job has been amazingly successful!

"Phillips 66 applies for LCFS pathway for renewable diesel with CI of 25.46 gCO2e/MJ
16 July 2022

Phillips 66 Company has applied for a California Low Carbon Fuel Standard (LCFS) Tier 2 fuel pathway for Renewable Diesel derived from distiller’s corn oil which is processed along with soybean oil and canola oil at its facility in Rodeo, California.

The Rodeo facility produces renewable diesel as a primary product and renewable naphtha and renewable propane/light hydrocarbons (off gases) as co-products.

Phillips 66 began production of renewable diesel fuel from various vegetable oils at its Rodeo Refinery in April 2021. The Rodeo facility has an adjacent rail receiving facility owned by NuStar, which is the normal means of receiving distiller’s corn oil for ongoing operations.

The production process uses hydrogen for hydrotreating as well as electricity, natural gas, steam and off gases as process energy. The carbon intensity (CI) of the proposed pathway is 25.46 gCO2e/MJ

.

Posted on 16 July 2022 in Bio-hydrocarbons, Diesel, Fuels, LCFS"

[biglentil]

I bought about 25% of my 28 at $543, last week. Watching it closely. Not sure if I should buy more if it goes up $50 or down $50.

Hard to go too wrong avg in. 46 went up slightly, but 28 still $540.

[TOM4CWB]

"Phillips 66 applies for LCFS pathway for renewable diesel with CI of 25.46 gCO2e/MJ
16 July 2022

Phillips 66 Company has applied for a California Low Carbon Fuel Standard (LCFS) Tier 2 fuel pathway for Renewable Diesel derived from distiller’s corn oil which is processed along with soybean oil and canola oil at its facility in Rodeo, California.

The Rodeo facility produces renewable diesel as a primary product and renewable naphtha and renewable propane/light hydrocarbons (off gases) as co-products.

Phillips 66 began production of renewable diesel fuel from various vegetable oils at its Rodeo Refinery in April 2021. The Rodeo facility has an adjacent rail receiving facility owned by NuStar, which is the normal means of receiving distiller’s corn oil for ongoing operations.

The production process uses hydrogen for hydrotreating as well as electricity, natural gas, steam and off gases as process energy. The carbon intensity (CI) of the proposed pathway is 25.46 gCO2e/MJ

.

Posted on 16 July 2022 in Bio-hydrocarbons, Diesel, Fuels, LCFS"

Putin is playing 'chicken' with the EU... and with Nordstrom 1 can blackmail the whole world... including shorting the Urea NH3 markets globally. He has his nukes... his leverage... is convincingly secure.

[TASFarms]

Eastern Canada is going after the Canadian govt. they want the tariff money back. Estimated around $180 million.