Fertilizers

All About Fertilizers

Each archive contains the following sections: General, YouTube, Write-Ups, Tweets, Podcasts, and Miscellaneous.

As I come across a relevant piece, it will be added.

Happy perusing.

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Last Updated: 05/21/22

General

• Fertilizer 101: The Big 3 - Nitrogen, Phosphorus and Potassium

• Nitrogen Fertilizer Prices and Supply in Light of the Ukraine-Russia Conflict

• Env-Econ 101 Case Study: Inelastic Supply

YouTube

• War in Ukraine Cuts Fertilizer Supply, Hurting Food Prices and Farmers | WSJ

• The CEO of one of the world's largest fertilizer producers on the growing global food crisis

• The global shortage of fertilizer is a huge problem, says CF Industries Holdings CEO

• Josh Linville: Fertilizer Market in Uncharted Waters as Prices Soar

• Think Wheat 2022 - StoneX Fertilizer Outlook

• Global Agriculture Collapse | Peter Zeihan

Write-Ups

• Value Investor’s Club: The Mosaic Company (MOS) MOS 0.00%↑

• Value Investor’s Club: CF Industries Holdings (CF) CF 0.00%↑

• Value Investor’s Club: CVR Partners (UAN) UAN 0.00%↑

• Seeking Alpha: CVR Partners (The Perfect Storm, Massive Earnings Are Imminent)

$UAN - Plum's Best Commodities Play

Tweets

Jesse Felder @jessefelder

'Skyrocketing fertilizer costs — like those made from nitrogen, phosphorus and potassium (NPK) — are driving up food prices and, worse, threatening food security around the globe.' axios.com/2022/05/06/fer… ht @SoberLook

PamplonaTrader #TinBarren @TraderPamplona

@OrtolanMagazine $UAN by far the best R/R and still dirt cheap. $ALS.TO a good way to get potash exposure as they have long-lived royalties on $NTR $MOS tier 1 mines. $MOO calls also seem like a good way to play as farm equipment and agchem stocks catch up to the rest of the complex.

The Rational Cloner @RationalCloner

Creating a thread for fertilizers.

The Rational Cloner @RationalCloner

"Russia accounts for ~35% of global nitrogen-based fertilizer production... not exporting any to those countries. ...fertilizer prices; they’re up big... You can order it, but it’s expensive and is likely to get more expensive, unless this problem can be solved." https://t.co/Eb2AxFTwSI https://t.co/ZIgRrb1eY0

Podcasts

Miscellaneous

Comparables For Fertilizer Plants

• Africa's richest man opens huge fertilizer plant as food crisis looms (March 24, 2022)

  • $2.5 billion urea and ammonia fertilizer plant

  • capacity to produce 3 million metric tons of urea yearly (2nd largest plant in the world)

• New Ammonia-Based Fertilizer Plant to be Constructed in Uzbekistan (24 March 2022)

  • Total investment of US$500 million

  • On completion, the plant will produce up to 495,000 tons of ammonia and 594,000 tons of granular urea.

• No Work Planned Yet on Cronus Fertilizer Plant in Tuscola (Dec. 12, 2021)

  • For one thing, it’s no longer a $1.4 billion project. The last update Tuscola had on the project cost was that it would run $1.762 billion.

  • Cronus said in that announcement a year ago that the facility in Tuscola would produce up to 2,300 metric tons of ammonia per day

• California firm buys Nebraska fertilizer plant (Sep 7, 2021)

  • Terms of the sale were not disclosed, although the company said the plant has an asset value of about $130 million.

  • It has the capacity to produce 36,000 tons of nitrogen-based fertilizer annually.

• Major fertilizer plant opens in Wever, Iowa (Apr 27, 2017)

  • $3b, 2.2 million tons of fertilizer products every year

  • Once fully operational, the plant will produce more than:

    • 850,000 tons of ammonia per year

    • 4,700 tons of 32% UAN (urea-ammonium nitrate) liquid fertilizer per day

    • 2,425 tons of urea per day

    • 1,320 tons of granular urea

• Sioux City (Port Neal Project) fertilizer plant costs hit $2 billion (March 5, 2015)

  • Once complete, the Port Neal plant will produce 1.2 million tons of ammonia, 800,000 tons of urea-ammonium nitrate and 1.4 million tons of urea annually.

• CF Industries Plans $3.8 Billion Nitrogen Fertilizer Expansion (November 5, 2012)

  • CF Industries Holdings, Inc. has announced it will construct new ammonia and urea/UAN production units at its complex in Donaldsonville, LA, and new ammonia and urea units at its complex in Port Neal, IA.

  • CF Industries’ board of directors has authorized expenditure of $3.8 billion for the projects.

  • In combination, these projects will be able to produce annually 2.1 million tons of gross ammonia and upgraded products ranging from 2.0 to 2.6 million tons of granular urea and up to 1.8 million tons of UAN solutions, depending on product mix.

    • The Donaldsonville project budget is $2.1 billion, with the new urea and UAN plants scheduled to come on stream in the second half of 2015 and the new ammonia plant in 2016.

    • When the new units are complete, the Donaldsonville complex in total will be able to vary use of its urea streams to produce between 2.4 million and 3.3 million tons of granular urea and between 1.2 million and 4.2 million tons of UAN solution.

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