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andy jet @andyjet1

agricultural marketer: fertilizer pricing and analysing Joined January 2012
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andy jet retweeted
IcisFertDeepika Profile Picture

Deepika Thapliyal @IcisFertDeepika

5 years ago

#Urea prices have rebounded globally after a month long downward correction. China is key as always and prices there went up by over $15/tonne in less than a week as an Indian import tender is awaited. Egypt up $30/tonne since 30 August #ICIS #Fertilizer #Nitrogen

andy jet retweeted
ICIS_Erica Profile Picture

Erica at ICIS @ICIS_Erica

5 years ago

Chinese #ammoniumsulphate prices have climbed to a record high, according to ICIS data. The market is being supported by tight global supply and demand from southeast Asia and the Americas. #amsul #ICIS #fertilizers @ICISFertilizers

andy jet retweeted
RussianGrainTra Profile Picture

𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra

6 years ago

CHINA 🇨🇳 & the (so-called) 2nd GREAT GRAIN ROBBERY aka #GGR2 Check out the two 20-year periods. 1st being the SOVIET buying of the 1961-1982 including the original GREAT GRAIN ROBBERY & the past 20 years of China 🇨🇳 buying “GGR2”? Grain only, not beans Chart @GuillermoRossi © 🧠

andy jet retweeted
Profercy Profile Picture

Profercy @Profercy

6 years ago

Nitrogen markets have rallied throughout January. Egyptian granular urea spot values are up more than $75pt and are now at levels not seen since end-2014. Other N products have followed. The latest overview from Profercy is available here: profercy.com/2021/01/nitrog…

andy jet retweeted
JLinvilleFert Profile Picture

Josh Linville @JLinvilleFert

6 years ago

#urea jumping once again. Egypt has sold higher and now, further out on the calendar. Bigger news is the start of Indian urea purchase tender rumors. Unsure validity, but if they do step forward in the coming weeks, it only fuels the fire....

andy jet retweeted
JLinvilleFert Profile Picture

Josh Linville @JLinvilleFert

6 years ago

Physical #phosphate on fire again. NOLA #DAP has broken thru $500 NOLA #MAP has just traded $550 for March shipment When does it end?

andy jet retweeted
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Green Markets, A Bloomberg Company @GreenMarkets1

6 years ago

@GreenMarkets1 Weekly N. America Fertilizer Index rose 8.6%: NOLA urea +$36/st, NOLA DAP +$17/St, Cornbelt MOP +$5/St. Feb rise in Tampa NH3 expected. @MosaicCompany says 5k Mt DAP sold to Lat Am at $450/Mt FOB for early March. Sources say W. Cornbelt very tight on phosphates.

andy jet retweeted
JLinvilleFert Profile Picture

Josh Linville @JLinvilleFert

6 years ago

This morning I mentioned #fertilizer was at a crossroads. #phosphate has picked a direction. Physical and Paper NOLA DAP has now traded in the mid-$480's vs ending week in the upper $470's/$480 level. Tight supply/big demand fundamentals won out.

andy jet retweeted
Profercy Profile Picture

Profercy @Profercy

6 years ago

Profercy's Nitrogen Index is up more than 11 points this week prices up sharply for all major N products. Egyptian urea has hit a multi-year high, UAN prices are rallying in France and US and European AN producers have lifted prices €25pt. More here: profercy.com/2021/01/surgin…

andy jet retweeted
JLinvilleFert Profile Picture

Josh Linville @JLinvilleFert

6 years ago

Since Dec. 10 weekly #fertilizer midpoint NOLA pricing: - #urea $70 higher - #uan $23 higher (April paper $63 higher) - #dap $40 higher - #potash $30 higher And yet, higher #corn & #wheat values more than support these increases. More bullishness likely to come.

andy jet retweeted
FertilizerWeek1 Profile Picture

Fertilizer Week @FertilizerWeek1

6 years ago

Our chart of the weeks shows crop prices at their highest levels since 2013, adding support for bullish sentiment in #fertilizer markets.

andy jet retweeted
JLinvilleFert Profile Picture

Josh Linville @JLinvilleFert

6 years ago

Hearing that Egypt has sold physical #urea at $340 for March shipment. Only helps to move overall price ideas higher. One still has to wonder, what will happen when someone like India steps in to purchase?

andy jet retweeted
Profercy Profile Picture

Profercy @Profercy

6 years ago

Urea values have continued to rapidly increase across the globe. The US Gulf remains the focus for market participants with prices up 25% since 1 Jan. Egyptian granular is up 16%. An overview of another big week is here: profercy.com/2021/01/pwni-m…

andy jet retweeted
IcisFertDeepika Profile Picture

Deepika Thapliyal @IcisFertDeepika

6 years ago

There is no stopping this #urea price rally. Egypt now reported above $320/tonne FOB, which is the highest level there since November 2018. Europe still buying and imports for the US have also started #ICIS #Fertilizer #Nitrogen

andy jet retweeted
JLinvilleFert Profile Picture

Josh Linville @JLinvilleFert

6 years ago

NOLA #DAP has breached $400 on February NOLA paper trade. Hearing that MAP has traded $460 physical meaning it is a $60 PREMIUM to DAP. Guessing we will see product switch at those differentials... Now, how much spring demand remains after a huge fall? #oatt

andy jet retweeted
IcisFertDeepika Profile Picture

Deepika Thapliyal @IcisFertDeepika

6 years ago

2021 has started firm for #urea. Prices are up In Egypt, US, SE Asia and Brazil. There is not a lot being traded as holidays continue in parts of the world. Sentiment in short term is firm on seasonal demand and as an Indian import tender is expected sometime in February #ICIS

andy jet retweeted
Profercy Profile Picture

Profercy @Profercy

6 years ago

MMTC's latest urea purchasing tender saw offers of 2.4m. tonnes from traders and producers, with most offering at $290pt cfr or above. However, the lowest offers were either side of $285pt cfr. Latest news from India is available here: profercy.com/2020/12/urea-m…

andy jet retweeted
ICISJulia Profile Picture

ICIS Julia Meehan @ICISJulia

6 years ago

Urea Urea market activity picked up throughout the week on talk that an Indian import tender may be announced in second half November - a few weeks earlier than expected. #nitrogen #ICIS #TheMarket #fertilizer

andy jet retweeted
IcisFertDeepika Profile Picture

Deepika Thapliyal @IcisFertDeepika

6 years ago

Once again the #urea market finds itself waiting for another import tender from India. Egyptian prices are up as producers place around 100,000 tonnes. Overall sentiment still bearish as no major buying anywhere except for Indian tender announcement hopes #ICIS #Fertilizer

andy jet retweeted
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Trend and Hedge Club @ElenaNeroba

6 years ago

#Turkish Grain Board (#TMO) will hold a tender for the import of 550.000 MT (+/- 5 % at buyer’s option) Red Milling #Wheat on 11 November 2020

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