What a Fertilizer Reserve Means for Farmers in a Shortage

A U.S. fertilizer reserve runs into hard limits, as dry product degrades in storage, ammonia storage burns energy and new buying lifts prices. Josh Linville, StoneX VP of Fertilizer, walks through the storage, location and allocation questions a reserve raises, and the supply risks farmers are tracking in nitrogen, phosphate and potash. UAN is the easiest fertilizer to hold long term, while stronger North American supply rests on domestic nitrogen production, long-term phosphate rock deals and steady potash trade with Canada. Anhydrous ammonia inventories started the season low as corn acreage talk grows, and late fall phosphate buyers risk delivery waits and costly just-in-time freight. Discover Actionable Fertilizer Insights with StoneX Market Intelligence: https://shop.stonex.com/collections/fertilizers?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_josh_linville&utm_content=share Like and subscribe for more financial market insights. 00:00 - The Fertilizer Reserve Pitch 00:43 - UAN Wins the Storage Test 02:09 - Who Gets Reserve Tons First 03:39 - A U.S. Fertilizer Supply Plan 06:23 - Anhydrous Enters Fall Thin 07:28 - Late Phosphate Buyers Pay Up #Fertilizer #StoneX #JoshLinville #Phosphate --------- Like this video? Subscribe and turn on notifications so you don't miss any videos from StoneX: https://www.youtube.com/@stonex_official Visit https://www.stonex.com/en/insights/thought-leadership/?utm_source=youtube&utm_medium=social for insights, perspectives and thought leadership from StoneX's global network of experts. Visit our website: https://www.stonex.com?utm_source=youtube&utm_medium=social