Kevin Fanning

[Kevin Fanning @FanningInvest]

@BullandBaird Kind of like a FA that changes BD for a check?

[Kevin Fanning @FanningInvest]

@LargeFamDad Wait until you have grandkids, it just keeps getting better!

[Kevin Fanning @FanningInvest]

@JLinvilleFert @ekwufinance This can only last for so long; we need some imports, and without competitive prices we will be short

[Kevin Fanning @FanningInvest]

@mattvanswol I did almost everyone of these things, and cherished each. Breaks my heart that my grandkids won't have this experiance

[Kevin Fanning @FanningInvest]

@elonmusk Well that’s a lot better than US politicians 🤪

[Kevin Fanning @FanningInvest]

@JLinvilleFert At least it’s not fertilizer

[Kevin Fanning @FanningInvest]

@JLinvilleFert 18 vessels left the Strait today, none entered. Vessels won't return until; mines are cleared, shipping returns to normal and insurance companies will insure the ships and their contents. India should buy every ton they can.

[Kevin Fanning @FanningInvest]

@MarioNawfal $720 seems like a lot until you look at the offers published yesterday for the Indian tender of 2.5 million tons; the low offer was 965!

[Kevin Fanning @FanningInvest]

@JLinvilleFert As long as there is this large of a disparity between NOLA prices and what India will pay, I suspect very little will make it up the Mississippi. Trading houses will arbitrage the price differance

[Kevin Fanning @FanningInvest]

@NFLFrascella @coach_cristobal Just different, and I appreciate every play I’ve been able to watch of him with The U.

[Kevin Fanning @FanningInvest]

@JLinvilleFert As long as NOLA is at a steep discount there is little reason for foreign producers to send product here, and a certainly induces domestic producers to export tons for more attractive pricing.

[Kevin Fanning @FanningInvest]

@JLinvilleFert All 2.5M tons does is fill the hole left from the last tenders Force Majauer commitments that went unfilled, and the loss of domestic production for the past month

[Kevin Fanning @FanningInvest]

Where will it come from @JLinvilleFert

[Ramandeep Singh Mann @ramanmann1974]

Indian Potash Limited has announced an import tender for 1.5 million tonnes of #urea for the west coast and 1 million tonnes for the east coast by 14 June.

The tender closes on 15 April.

Urea prices have spiralled as fertilizer imports from middle have been shut #StraitOfHormuz

[Kevin Fanning @FanningInvest]

@victor_agri @JLinvilleFert

[Kevin Fanning @FanningInvest]

@JLinvilleFert And Indian plants offline or producing at a fraction of capacity. I think that’s the bigger issue few are taking into account

[Kevin Fanning @FanningInvest]

@JLinvilleFert @steffensenry25 @_TheMizzouTiger @NationalCorn Our production capacity is balanced with consumption as you state, but that doesn't account for our exports; over 900k tons of Urea in '24 and 1.28M tons of NH3 in '25. These significantly higher Int'l prices encourage exports.

[Kevin Fanning @FanningInvest]

@JBPritzker How about starting by replacing the throne in your bathroom and paying your real estate taxes like everyone else.

[Kevin Fanning @FanningInvest]

@mazemoore I’m sorry he’s miserable, he should try making the same living in Russia or anywhere else, just not here where he was provided the opportunity.

[Kevin Fanning @FanningInvest]

@JLinvilleFert And maybe much longer than most expect

https://t.co/JUtOiE4S5l

[Yet another commodity guy @tleilax___]

QATARENERGY CEO TELLS REUTERS: TWO OUT OF 14 OF OUR LNG TRAINS AND ONE OUT OF TWO OF OUR GAS-TO-LIQUIDS (GTL) FACILITY WERE DAMAGED IN THE ATTACKS

WE WILL BE LOSING 12.8 MILLION TONS PER YEAR OF LNG FOR THREE TO FIVE YEARS, AROUND 17% OF QATAR’S EXPORT LNG

WE MAY HAVE TO DECLARE FORCE MAJEURE ON LONG-TERM CONTRACTS FOR UP TO FIVE YEARS FOR LNG SUPPLIES TO ITALY, BELGIUM, KOREA AND CHINA

[Kevin Fanning @FanningInvest]

@SoybeansRus The issue is more where it is produced. Very few want an ammonia plant built today in their backyard, but they want local prices and availability. Farmers have to be willing to support local production and commit to purchasing product.

[Kevin Fanning @FanningInvest]

@SoybeansRus We see plenty of imports. Nitrogen fertilizers are no different than crude oil, or copper; it is traded globally and the only differences are shipping costs. US Nitrogen prices are some of the least expensive globally, which is why you see CF exporting many tons.