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What finance podcasts are saying about

CF

In-depth coverage
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Mentions · 7d
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Mentions · 30d
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Episodes
Latest attributed ideas · most recent first
29 MAY29 MAYWEALTHION - BE FINANCIALLY RESILIENT · 12:30
Tight supply shifts pricing power to sellers
“The thesis presented was that lost production from the Middle East and China will tighten global supply into 2027, shifting negotiation power and pricing pressure to sellers (producers).”
In depth · 4/5Verify in source →
29 MAY29 MAYWEALTHION - BE FINANCIALLY RESILIENT · 4:30
Fertilizer supply crunch not attracting capital
“The guest argued that despite tight supplies and good current margins, the fertilizer sector is not attracting major investment because building new capacity is a 'herculean effort' with long lead times and uncertain future returns.”
In depth · 4/5Verify in source →
29 MAY29 MAYWEALTHION - BE FINANCIALLY RESILIENT · 25:00
Incumbent producers lack incentive to expand
“The case was made that existing major nitrogen producers (CF, Koch, Nutrien) have little incentive to build new capacity despite favorable economics, preferring the current tight, high-margin environment.”
Substantive discussion · 3/5Verify in source →
23 APR23 APRTHOUGHTFUL MONEY · 25:00
Agriculture commodities poised for a big rise
“The case made was that agriculture commodities are in a cycle year similar to 2020, positioning them for a very big rise, with the war adding a fundamental reason for the move.”
Substantive discussion · 3/5Verify in source →
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