Podcast appearances and mentions of josh linville

This afternoon we have Mark Schultz of Northstar Commodity is our guest market analyst and then we talk evolving fertilizer logistics with Josh Linville of StoneX Group. Mid-week cash grain and basis update with Nick Tsiolis of Farmer's Keeper.See omnystudio.com/listener for privacy information.

The grain markets were quietly higher on Wednesday, with the wheat complex finding some great support. Cattle futures were mixed as we near the next Cattle on Feed report and overall, crude oil continued to try and find it's new trading level. Mike Zuzolo with Global Commodity Analytics joins us to discuss the potential role of weather, the energy story, inflation and more in the markets. Find more online by visiting https://www.globalcommresearch.com. As war in the Middle East between the U.S. and Iran is reportedly winding down, fertilizer prices have also been falling in a recent weeks. Are we out of the woods yet when it comes to price, supply, infrastructure and more? Josh Linville, VP of Fertilizer at StoneX, joins us for an update ahead of Father Day's weekend and shares some thoughts on what producers need to remember. Find more online as well at https://www.stonex.com.

Fertilizer may be one of the most overlooked pressure points in the global economy — and Josh Linville says the current crisis is already hitting farmers hard. Josh Linville, Vice President of Fertilizer at StoneX Financial, joins Maggie Lake to explain why the feared “global famine” headlines may be overstated, but the fertilizer supply shock is very real. He breaks down why farmers are bearing the brunt of higher costs, how China's fertilizer export restrictions are reshaping the market, and why pricing and supply problems could stretch into 2027. Linville also explains why the Strait of Hormuz disruption, Russia/Ukraine fertilizer flows, urea shortages, and rising protectionism could create longer-term risks for food prices, supply chains, and investors watching real assets.

While much of the world has been focused on the war in Iran's impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market is in a precarious spot. Roughly a third of the world's seaborne fertilizer trade goes through the Strait of Hormuz. Even before the war in Iran began, China, the world's top phosphate producer, halted exports of the crucial compound. As a result, the longer the strait remains closed, the more the threat to our global food supply escalates. In this episode, Shayle speaks with Josh Linville, vice president of Fertilizer at StoneX, to make sense of the global fertilizer market and its cascading impacts. Shayle and Josh cover topics including: The current state of global fertilizer markets The tenuous relationship between natural gas prices and the cost of producing nitrogen-based fertilizers in Europe How stalled shipments of fertilizer could impact supply and demand for next year's planting season The impact of Chinese phosphate export restrictions on the global market How a prolonged closure of the Strait could impact food supplies around the world Resources Josh Linville's X account Open Circuit: Iran, energy shocks, and the case for distributed power Latitude Media: DOE's second ‘Energy Dominance' loan was reworked to embrace coal Latitude Media: This isn't demand destruction. It's rationing. Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company's messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts.

Josh Linville of StoneX Group joins us to discuss price outlook for fertilizer and changes in inputs production, Straight of Hormuz impact and more. This week's Farmer Forum features Matt Splitter from Kansas and Quint Pottinger of Kentucky. Topics include crop progress, regional weather, challenges and opportunities, thoughts on policy and more.See omnystudio.com/listener for privacy information.

The challenges in the global fertilizer market are being further heightened due to bottlenecks and safety concerns in the Straight of Hormuz, which are driving up input costs.

StoneX Group's vice president of fertilizer Josh Linville is guest (fertilizer) market analyst this afternoon. Oliver Sloup of Blue Line Futures analyzes today's price action and Scott Varilek with Kooima Kooima Varilek Trading joins us to share some livestock market perspective.See omnystudio.com/listener for privacy information.

Josh Linville,VP of Fertilizer at StoneX, chats with Jacob about the global fertilizer crisis triggered by disruption to the Strait of Hormuz. They cover why the Middle East dominates fertilizer supply, why the US can't easily fill the gap, which crops and regions are most at risk, and what farmers should do right now to protect themselves.--Timestamps:(00:00) - Welcome (01:15) - War Context and Stakes(02:22) - Fertilizer 101 Big Three(03:36) - Why Hormuz Matters(04:55) - Middle East Gas Advantage(06:12) - Why US Lags Production(07:56) - Capacity Crunch Explained(10:47) - China and State Strategy(13:11) - Build Plants or Reserve(16:25) - Investment Reality Check(19:00) - Food Security Imperative(21:18) - Seasonality and Timing(23:36) - Global Impacts and Grain(25:33) - Fertilizer Booking Gaps(26:44) - Survey Skepticism(28:59) - Global Risk Hotspots(30:43) - Yield and Protein Impacts(32:35) - Fertilizer Supercycles(36:05) - New Normal or Oversupply(39:47) - Pinch Points Russia(41:38) - Beyond the Big Three(43:19) - Organic Alternatives Limits(46:33) - Carbon Premium Reality(48:32) - Key Takeaways Farmers(50:42) - Wrap Up and Credits--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

The EPA is releasing its long-awaited Renewable Volume Obligations (RVOs), and this week we discuss what those standards could mean for agriculture. We also break down what the ongoing U.S.-Iran conflict could mean for fertilizer prices and availability for farmers. Other agriculture news this week includes Illinois officially moving to a B20 biodiesel blend requirement to qualify for the tax credit, new findings from Bushel on farmers' digital tool usage, and the United States Department of Agriculture announcing plans to move the United States Forest Service headquarters from Washington to Utah. We also discuss what officials are saying about reopening the U.S.-Mexico border for cattle trade, along with some Easter-related news involving chocolate and eggs. This week's interview is with Josh Linville of StoneX, who explains how the conflict involving Iran is impacting fertilizer supply and costs. He notes that roughly one-third of global fertilizer trade, along with significant volumes of oil, natural gas and crop nutrients, move through the Strait of Hormuz. Linville says the conflict could create long-term ripple effects across supply chains, raising energy and fertilizer costs for months and potentially into 2027. While some farmers and agribusinesses may already have portions of their fuel and fertilizer needs locked in, many will still feel the impact of higher prices during an already tight-margin year. Stay connected with us for more agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!

Follow Josh on X: https://x.com/JLinvilleFertStoneX website: https://www.stonex.comYouTube Videos: https://www.youtube.com/playlist?list=PLseYUvaoguNifbmL84zX3plTPt4HGt-MFJosh Linville is the vice president of fertilizer at StoneX Group Inc. Growing up in northwestern Missouri on a family farm growing tobacco crops and cattle, Josh brings a unique perspective to the fertilizer markets. With over 20 years of experience in this industry, Josh has operated in roles that have given him market perspective as a North American Logistics Specialist, US-based Nitrogen Producer, and General Manager of Commerce in Melbourne, Australia. Josh and his team, which spans the globe, have worked hard to educate the market on how to use the fertilizer futures markets to not only offset price risk, but also to be able to sell produce to farmers much sooner. for fertilizer producers to start their physical sales programs.

Spring 2026 is arriving with a fertilizer market that looks nothing like anything most producers have seen. Urea at $700 a short ton. Elemental sulfur up nearly 8x in 18 months. Global ammonia production down 30–35%. China not exporting. India running at 50–60% production capacity because they can't get LNG shipments through the Persian Gulf. And retailers across Saskatchewan are 30–40% behind on bookings. Josh Linville, one of the most followed voices in fertilizer on X, joined from a ski condo in Colorado. Mario Gaudet has been in the thick of the elemental sulfur trade and has the kind of inside knowledge that doesn't show up in the headlines. Together, they broke down what's actually happening, what even the best-case scenario looks like if the Strait reopens tomorrow (answer: not great), and what decisions producers need to be making right now. This one got into places you don't hear about in mainstream ag media. Why you can't have a green energy mandate without oil and gas refining. Why Morocco building a massive triple super phosphate plant now looks like genius. Why the US imports over 5 million tons of urea per year when North America is sitting on some of the cheapest natural gas in the world. And why the retailer down the road isn't willing to hold inventory anymore, even if he thinks you're going to need it. The practical advice coming out of this conversation was clear: talk to your retailer now, build a forecast together, buy in chunks to spread your risk, and don't cut the nutrition inputs that will cost you two bushels of corn per acre to save $5 upfront. As Josh put it, the market is undefeated, and nobody has ever sold every bushel of grain in one shot. Why would fertilizer be any different? Timestamps [00:00:46] Setting the stage: Urea nearly doubled since December, global ammonia down 30–35%, spring is here [00:02:16] Josh Linville's call: the worst economic environment for farmers he's ever seen [00:05:18] Josh joins from a ski condo in Colorado; the market doesn't stop [00:06:04] Audience poll: Where are you at with your 2026 crop plan? [00:09:34] Mario's rant begins: how elemental sulfur went from $70 to nearly $580 a ton [00:10:31] The connection nobody's making: sulfur, battery production, lithium, and why green mandates need oil and gas [00:13:34] Geopolitics, the Strait of Hormuz, and 40–50% of global sulfur supply at risk [00:14:33] The 10-million-ton sulfur stockpile in Fort McMurray and why it can't get to market [00:15:40] Buying patterns: how procrastinating on fertilizer decisions became the industry's biggest self-inflicted wound [00:19:39] Josh on sulfur: how cleaner air created a new farm input problem [00:20:46] Phosphate and the Strait: Iran, Qatar, Saudi Arabia, three of the top 10 anhydrous exporters, all behind the closure [00:22:23] Tampa Index negotiations, phosphate production costs, and why summer fill pricing won't go down [00:23:22] Josh: we have already seen the cheapest phosphate price we are going to see [00:25:20] Even when the Strait reopens, the tail of this thing will last longer than people think [00:28:29] Morocco's triple super phosphate expansion: playing chess while everyone else played checkers [00:30:21] How high input costs are going to change what farmers buy this season [00:34:15] Josh's biggest rant: don't make a cut that feels good today and feels terrible in October [00:40:17] Alberta's 10-million-ton sulfur block, the LNG pipeline we didn't build, and the opportunity we've squandered [00:43:13] Is this the moment North America gets serious about fertilizer self-sufficiency? [00:45:21] The global food security conversation: who really pays when fertilizer prices go to the moon [00:48:31] Iran, the Strait, and the proxy war between the US and China [00:49:20] Why N-46 is at $1,250 Canadian when we make it in Indian Head, SK [00:54:04] Final advice from Mario: talk to your retailer, forecast what you need, buy in chunks [00:55:19] Final advice from Josh: no farmer sells all their grain at once, so stop treating fertilizer differently Connect with our guests: Josh Linville, VP of Fertilizer at StoneX. Follow him on X for daily fertilizer market updates: @JoshLFert Mario Gaudet, Busy Salt. Elemental sulfur supply across North America Growing the Future platform partners: Crop-Aid Nutrition, soil health and crop nutrition: cropaidnutrition.com Hammond Realty, Saskatchewan agricultural real estate, succession and tax planning: hammondrealty.ca Gripp, farm management software for tracking equipment, logging maintenance, and keeping your team aligned: gripp.ag Bone Trail Originals, handcrafted live edge resin art from a 110-year-old family farm in Saskatchewan: bonetrail.store Growing the Future: Subscribe on YouTube. Follow on LinkedIn and Instagram: growingthefuture.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

Among the watchouts from the Iran War is the supreme challenge of getting key inputs for growers through the Strait of Hormuz.  This has caused price spikes and supply uncertainty during planting season- a crucial period of fertilizer use.Josh Linville of StoneX has spent nearly a quarter century tracking the fertilizer market. He said the situation is terrible in terms of price, but there also have been some overly dramatic reporting. As with many big issues, the truth lies somewhere in between. “Affordability and availability are two completely different terms,” said Josh Linville, Vice President of Fertilizer for StoneX, a prominent financial services network that began more than a century ago. “From an affordability standpoint yes, it's terribly overpriced. But from an availability standpoint, based on what we think we need for imports to finish out this fertilizer year, based on what we know has come and we think has come through March, we only need about a million ton for April and May. But again, good can go to bad very quickly.”

The farm bill was approved by the House Ag Committee and now heads to the full House for a vote. House Ag Committee Chair GT Thompson says he's confident it will pass even with the so-called "poison pills," and lays out his wish list in an Iran spending bill: $15 billion in farm aid, with $10 billion for specialty crop growers. Josh Linville with StoneX and Daren Coppock with the Ag Retailers Association also discuss how the war in Iran is impacting fertilizer and fuel prices.Want to receive Newsmakers in your inbox every week? Sign up! http://eepurl.com/hTgSAD

Welcome to RealAg on the Weekend with your host Shaun Haney! Haney breaks down this week in ag, and is joined by: Carson Callum of Manitoba Beef Producers on prairie cattle associations calling for the scrapping of proposed livestock traceability regulations; Josh Linville of StoneX on fertilizer prices and nitrogen markets; Marvin Slingerland of MNP,... Read More

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Welcome to this Wednesday edition of RealAg Radio with your host Shaun Haney! For today's show, Haney is joined by: Josh Linville of StoneX on how the Iran conflict impacts fertilizer markets; Brian Kennedy of CANTERRA SEEDS for a spotlight interview; and, Rob Hannam of Synthesis Agri-Food Network and Jocelyn Velestuk, chair of Sask Wheat,... Read More

Welcome to this Wednesday edition of RealAg Radio with your host Shaun Haney! For today's show, Haney is joined by: Josh Linville of StoneX on how the Iran conflict impacts fertilizer markets; Brian Kennedy of CANTERRA SEEDS for a spotlight interview; and, Rob Hannam of Synthesis Agri-Food Network and Jocelyn Velestuk, chair of Sask Wheat,... Read More

Brian Hoops of Midwest Market Solutions joins us to discuss grain and livestock markets plus Matt Bennett of AgMarket.net shares price action analysis and Josh Linville of StoneX Group talks about fertilizer trade impacted by the conflict with Iran.See omnystudio.com/listener for privacy information.

In today's podcast Paul has a conversation with Josh Linville of StoneX. Josh is a repeat visitor and we discuss the current world supply and demand situation for fertilizer. One comment from Josh was that the nitrogen to corn ratio is at the second highest level ever for this time of year, second only to 2005, right before the ethanol boom started. Back then corn had a 2 in front of its price and nitrogen was over $200 a ton wholesale.See omnystudio.com/listener for privacy information.

It was no surprise that we saw volatility across the market trade to start the month of March as the weekend actions in the Middle East have stirred many market sectors. John Heinberg with Total Farm Marketing joins us to discuss the latest market moves in grains, livestock and energies along with thoughts on navigating risk management right now. Find more online by visiting https://www.totalfarmmarketing.com. As we enter into the month of March, are we ready to fully embrace spring or will there be another round of cold weather ahead? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss the March outlook for preciptation, temperatures and how it's a "buyer beware forecast" right now. Find more online at https://www.ag-wx.com. Plus at the beginning of the show, we talk fertilizer markets specifically as Susan Littlefield has a conversation with Josh Linville, VP of Fertilizer at StoneX, about the latest in the Middle East and potential market impacts.

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Josh Linville, Vice President of Fertilizer for StoneX says the reason for high fertilizer prices for 2026 is beyond the scope of individual companies or even domestic fundamentals. Linville says China's export lapse and U.S. tariffs have challenged available supplies for producers this year. 

On today’s show, Josh Linville of StoneX and Lyndsey Smith discuss fertilizer markets and the potential of U.S. tariffs on Canadian fertilizer. Then, host Shaun Haney is joined by the RealAg Issues Panel of Meagan Murdoch of Hill & Knowlton, Kelvin Heppner and Lyndsey Smith, both of RealAgriculture! Plus, don’t miss the RealAg Radio Podcast... Read More

On today’s show, Josh Linville of StoneX and Lyndsey Smith discuss fertilizer markets and the potential of U.S. tariffs on Canadian fertilizer. Then, host Shaun Haney is joined by the RealAg Issues Panel of Meagan Murdoch of Hill & Knowlton, Kelvin Heppner and Lyndsey Smith, both of RealAgriculture! Plus, don’t miss the RealAg Radio Podcast... Read More

While fertilizer markets fluctuate regularly, it’s not every week that the word “tariff” sends tremors through the potash trade. But that’s what happened this week, as threats of U.S. tariffs on Canadian potash raised eyebrows and heart rates across much of the U.S. agriculture industry. Josh Linville, vice president of fertilizer at StoneX, says that,... Read More

StoneX fertilizer expert Josh Linville analyzes why input costs remain elevated with phosphate and nitrogen prices in the top 10-15% historically while grain values lag. Key factors include China cutting phosphate exports by 50% among other issues ahead in 2026.

The second part of our coverage today at the Agricultural Retailers Association (ARA) Conference & Expo in Salt Lake City, sponsored by Winfield United. We have conversations with ARA president and CEO Daren Coppock, StoneX Group's vice president of fertilizer Josh Linville, and newly-minted ARA chair Dave Spears.See omnystudio.com/listener for privacy information.

On this edition of Hoosier Ag This Week: The prices for farm fertilizer remain sky-high, but will that change for 2026? C.J. Miller chats with Josh Linville, Vice President of StoneX, about the pricing and availability of fertilizers for next year. Eric Pfeiffer also talks with USDA Under Secretary Richard Fordyce, who oversees Farm Production and Conservation. They discuss the reason behind the shift in USDA's policy to push voluntary conservation, as opposed to the Biden administration's policy of mandating conservation practices for many farmers. A winter storm is on its way to the Hoosier State this weekend. Chief Meteorologist has more in your Indiana Farm Forecast. Plus, Mike Castle with StoneX reviews the grain markets from the abbreviated holiday trade we saw on Friday. All that and more are part of the Hoosier Ag This Week Podcast!

Josh Linville analyzes the fertilizer marketplace for StoneX and says if the incoming Trump Administration imposes a 10 percent tariff on all goods coming into the U.S., it will do more than simply raise prices.See omnystudio.com/listener for privacy information.

In this week's Digging In, we revisit the topics addressed during the MOFB Commodity Conference. This week, we hear from Josh Linville, with StoneX Group Inc. Josh brings a unique perspective to the fertilizer markets. In his presentation he reminds the audience that the commodities we produce and use are part of a global market, and it's important to know what's going on around the world. Subscribe wherever you listen to podcasts to have Digging In sent directly to your smart device each time it's released! Host: Janet Adkison, Missouri Farm Bureau Director of Public Affairs Guest: Josh Linville, Vice President of Fertilizer at StoneX Group Inc. Producer: Jacob King, Missouri Farm Bureau Video & Audio Media Specialist

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Fertilizer prices remain stubbornly high, even as commodity markets soften and farmers are right to question why. According to Josh Linville of StoneX, there’s no simple answer, but the global supply landscape isn’t helping. In this one-on-one with RealAgriculture’s Shaun Haney, Linville breaks down why nitrogen, phosphate, and potash markets are all behaving differently—and why... Read More

Welcome to RealAg Radio with your host, Shaun Haney! On this edition of RealAg Radio, Haney is joined by: Josh Linville of StoneX on the fertilizer markets and why input prices remain high; Darcy Pawlik of the Wheat Growers Association on trade infrastructure in Canada; and, John Newton of Terrain Ag on policy decisions impacting... Read More

Welcome to RealAg Radio with your host, Shaun Haney! On this edition of RealAg Radio, Haney is joined by: Josh Linville of StoneX on the fertilizer markets and why input prices remain high; Darcy Pawlik of the Wheat Growers Association on trade infrastructure in Canada; and, John Newton of Terrain Ag on policy decisions impacting... Read More

In today's podcast Paul has another conversation with Josh Linville of StoneX. Josh follows and reports on the fertilizer market and with the turmoil in the Mideast, prices have risen. Even if the cease fire holds, fertilizer prices are likely to remain high especially phosphate.See omnystudio.com/listener for privacy information.

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On Wednesday, we start the show with a look at news headlines in Segment One followed by an update on global fertilizer prices with Josh Linville, VP of Fertilizer at StoneX in Segment Two. In Segment Three, we discuss the potential economic harm for cattle producers should New World Screwworm make its way back into the U.S. with economist Betty Resnick. (Read her full analysis here: https://shorturl.at/XzbJ6) Then in Segment Four, we hear about Cooperative Ventures (CHS/Growmark) new investment in Precision AI. Dan McCann, CEO of Precision AI joins us for a conversation.

USDA Secretary Brooke Rollins has announced plans for combating New World Screwworm and preventing it from invading the U.S. National Cattlemen's Beef Association senior vice president for government affairs Ethan Lane joins us to explain the 5-point plan. StoneX Group vice president of fertilizer Josh Linville talks input markets and the global factors impacting prices, including the Israeli-Iranian conflict. Trust in Food president Amy Skoczlas Cole joins us to discuss an upcoming meeting with NRCS Chief Aubrey Bettencourt, what she hopes comes from that meeting and and how it fits into broader goals for ACAM and Trust In Beef.See omnystudio.com/listener for privacy information.

Josh Linville of StoneX talks more about China being one of the biggest suppliers of fertilizer. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Tuesday on AOA, powered by Cenex, we start the show with a look at the latest fertilizer price action and trends with Josh Linville, VP of Fertilizer at StoneX. In Segment Two, we learn about the new book Welts on Your Butt a Calf Could Suck: Reflections on Faith, Family, and a Farm Kid's Life, written by friend of the show Tom Brand. You can buy the book now at RichardsonPress.com and Amazon.   In Segment Three, we cover a number of issues including the latest on legal challenges surrounding Roundup, this week's expected MAHA commission report, CO2 pipeline news and more with DTN Environmental Editor, Todd Neeley. Then we wrap the show in Segment Four with a recap of last week's Kansas wheat tour with Dave Green from the Wheat Quality Council.

We're not sure if he's famous or infamous, but we're glad he's here even though he's bringing a lot of bad news.  Josh Linville returns to join hosts Jeff Jarrett and Sal Sama for this episode of The High Ground powered by Premier Companies.  Though you may remember him as Jeff's most famous friend, Josh is also the Vice President of Fertilizer at StoneX.Josh, Jeff, and Sal dig into what has caused the fertilizer market to struggle so much this year.  You'll hear about how low inventories, import and export issues, and spring production issues have combined to cause the perfect storm within the industry.  They'll talk specifically about the high Diammonium Phosphate (DAP) prices and why they think there's no reason to anticipate correction before summer.  They'll also discuss the countervailing duties on phosphate fertilizers and why there's reason to believe this won't stay tough forever.  Until that time, like Josh says, “This will be probably the biggest standoff we have ever seen between buyers and sellers…”

We're not sure if he's famous or infamous, but we're glad he's here even though he's bringing a lot of bad news.  Josh Linville returns to join hosts Jeff Jarrett and Sal Sama for this episode of The High Ground powered by Premier Companies.  Though you may remember him as Jeff's most famous friend, Josh is also the Vice President of Fertilizer at StoneX.Josh, Jeff, and Sal dig into what has caused the fertilizer market to struggle so much this year.  You'll hear about how low inventories, import and export issues, and spring production issues have combined to cause the perfect storm within the industry.  They'll talk specifically about the high Diammonium Phosphate (DAP) prices and why they think there's no reason to anticipate correction before summer.  They'll also discuss the countervailing duties on phosphate fertilizers and why there's reason to believe this won't stay tough forever.  Until that time, like Josh says, “This will be probably the biggest standoff we have ever seen between buyers and sellers…”

What will the potential impact of tariffs be on fertilizers, particularly those imported from China? Josh Linville is the vice president of Fertilizer for StoneX, and he says the U.S. hasn’t brought in Chinese fertilizer products for several years.See omnystudio.com/listener for privacy information.

Davis Michaelsen has a conversation with Josh Linville of StoneX Group about concerns and challenges with inputs as trade issues get sorted out. And we welcome Colton Lacina, vice president of real estate at Farmers National Company, to share his perspective on land values.See omnystudio.com/listener for privacy information.

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On Wednesday's AOA, powered by Cenex, we start the show with a look at markets as David Brock from The Brock Report joins the show. In Segment Two, we discuss forthcoming tariffs from the Trump Administration, ECAP funds and more with Josh Baethge, Policy Editor for Farm Progress. Next up in Segment Three, we discuss the outlook for the fertilizer market as we enter spring planting season with Josh Linville, VP of Fertilizer at StoneX. Then we close the show with a recap of a recent Northern Soy Marketing trade mission to Thailand with NSM Executive Director Patrick O'Leary from Minnesota.

Chip has a conversation with Growth Energy CEO Emily Skor about the prospects of bio fuels, including year round E15. Then Davis talks about the fertilizer market with Josh Linville of StoneX Group. And rancher Patrick Montgomery of Kansas City Cattle Company shares his company's story.See omnystudio.com/listener for privacy information.

What's the most traded nitrogen product that's out there?  Returning guest, Josh Linville, joins hosts Sal Sama and Jeff Jarrett for today's episode of The High Ground powered by Premier Companies.  As you may remember, Josh is the Vice President of Fertilizer at StoneX and has over 20 years of experience in the fertilizer industry.Josh will give us a glimpse into what's happening in the global urea market and how that sets the tone for the anhydrous market.  You'll learn how navigating transportation through war zones has impacted costs and why we're dependent upon imports to meet our fertilizer demand. Josh will also discuss the UAN (Urea Ammonium Nitrate) market and why it's much smaller than the urea market. Josh, Sal, and Jeff will take a look at the reasons behind import duties and Josh will share his advice as you head into 2025.  “Look for your opportunities…  Do not let the emotion of where it looks as we go into 2025 run your decision-making process.”  

From staying organized and prioritizing family time to embracing flexibility and involving loved ones in the work, we uncover diverse strategies for balancing the demands of farming with personal life. Mike shares his own perspective on juggling responsibilities while keeping his passion for farming and family alive.We reflect on insights like:The importance of scheduling and avoiding procrastination (Zach Hefty).Prioritizing family and creating hard boundaries (Josh Linville).Incorporating family into the farming lifestyle (Kevan Hueftle, Chad Tentinger).Recognizing life's seasons and asking for help when needed (Lori Nelsen and Kristin Stien).The value of gratitude, humility, and rolling with life's challenges (River Klass, Farmer Tyler Froberg).Whether you're looking to fine-tune your work-life balance or seeking fresh inspiration, this episode is packed with actionable advice, heartfelt stories, and moments of humor. Join us as we celebrate the resilience of farmers and the lessons we've learned from our incredible guests. Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitConnect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/