Kevin Fanning

@NFLFrascella @coach_cristobal Just different, and I appreciate every play I’ve been able to watch of him with The U.

Just watch Rueben Bain absolutely DOMINATE

@JLinvilleFert As long as NOLA is at a steep discount there is little reason for foreign producers to send product here, and a certainly induces domestic producers to export tons for more attractive pricing.

I've been telling folks that the biggest N.A. urea concern is that NOLA remains a steep discount to world replacement. With India in the middle of their purchase tender, this is even more true. NOLA is $130+ discount to M.E. replacement...currently my single biggest worry.

There's been a lot of talk of mass amnesty for illegal aliens. My answer is simple, and it’s final: Hell no. But let’s be clear-eyed about the real crisis. This isn’t just about “illegal” entry. 53.3 million foreign-born people live in the United States of America—roughly 16% of our population and nearly ten times the population of Missouri. As both a raw number and a percentage of population, we are in uncharted territory. No serious nation pretends it can absorb unlimited numbers at unlimited speed without consequences for wages, schools, housing, hospitals, and the very cohesion of the republic itself. When the foreign-born share surges to levels never seen before, the pressures don’t stop at the border—they flood every community in America. They depress wages for working Americans, they overwhelm our classrooms, they strain public services paid for by citizens who played by the rules. That is the point too many people in Washington (even some Republicans) refuse to confront. They want to reduce this debate to a legal distinction alone, as if the only problem is unlawful entry. And yet the people responsible for this situation still talk as if any effort to reduce numbers, tighten standards, advocate for assimilation, or prioritize American citizens is somehow extreme. It is not extreme for a nation to want order. It is not extreme for a nation to want limits. It is not extreme for a nation to insist that immigration policy serve the national interest instead of the preferences of donors, activists, and multinational employers. America has every right to have an immigration system that is oriented toward its own people. That means stopping illegal entry, yes. But it also means ending the broader ideology of mass migration that treats record inflows as a sign of virtue and public concern as something to be silenced. If we are serious about preserving our country, we have to be serious about the scale of this challenge.

@JLinvilleFert All 2.5M tons does is fill the hole left from the last tenders Force Majauer commitments that went unfilled, and the loss of domestic production for the past month

One of my worst case urea scenarios just happened. India has announced a 2.5m ton urea purchase tender. Long shipment period (thru June) will help, but this is bad. Global values had been holding back on market fundamentals. Government money just entered the chat. ...crap...

Where will it come from @JLinvilleFert

@victor_agri @JLinvilleFert

India announced a 2.5M tonne urea tender - massive This can be a watershed moment, as global prices are about USD 100/tonne shy of 2022 record FYI - this tender is equivalent to ~2/3 of Australia’s recent years imports #oatt

@JLinvilleFert And Indian plants offline or producing at a fraction of capacity. I think that’s the bigger issue few are taking into account

Lot of the fertilizer market is headed to a 3-day weekend with more questions than answers...answers that could heavily sway prices. Most notably the Strait of Hormuz. The longer it remains closed, the more long term damage it does. My biggest fear remains India buying urea...

@JLinvilleFert @steffensenry25 @_TheMizzouTiger @NationalCorn Our production capacity is balanced with consumption as you state, but that doesn't account for our exports; over 900k tons of Urea in '24 and 1.28M tons of NH3 in '25. These significantly higher Int'l prices encourage exports.

@steffensenry25 @_TheMizzouTiger @NationalCorn We need new nitrogen production but we actually need urea more than anything. We produce most of our NH3 and UAN needs but still import 5+M tons of urea...and urea is the trendsetter for nitrogen.

At @NationalCorn Time to get some NH3 capacity in the US next to some of those natty. @JLinvilleFert The answer isn’t hard. The politics are. Stop making excuses and do something.

@JBPritzker How about starting by replacing the throne in your bathroom and paying your real estate taxes like everyone else.

NO KINGS.

@mazemoore I’m sorry he’s miserable, he should try making the same living in Russia or anywhere else, just not here where he was provided the opportunity.

De Niro has been doing this for 10 years now. It's not about a king, it's about someone getting elected that he didn't vote for.

@JLinvilleFert And maybe much longer than most expect x.com/tleilax___/sta…

If you have not had a conversation with your supplier about spring fertilizer needs, make it a priority. The attacks on Qatar/Iran gas production caused urea to jump another 5 - 7% overnight. I am more worried about supplies than price today... This is real.

@SoybeansRus The issue is more where it is produced. Very few want an ammonia plant built today in their backyard, but they want local prices and availability. Farmers have to be willing to support local production and commit to purchasing product.

@SoybeansRus We see plenty of imports. Nitrogen fertilizers are no different than crude oil, or copper; it is traded globally and the only differences are shipping costs. US Nitrogen prices are some of the least expensive globally, which is why you see CF exporting many tons.

We’ve been saying this for YEARS. I’m Glad to see Josh Hawley asking questions about fertilizer price spikes and sending this letter to CF Industries Holdings, Inc.. But here’s the real issue: The U.S. fertilizer market is controlled by a handful of companies CF Industries Holdings, Inc., Nutrien Ltd., The Mosaic Company, and Koch Industries. Farmers are told it’s a “free market”… until someone tries to import cheaper fertilizer. Then tariffs and anti-dumping duties suddenly show up to protect the big companies. Farmers don’t get a free market. We get a controlled market. Want to fix fertilizer prices? -Enforce antitrust -Allow imports -Cut the red tape -Build NEW nitrogen plants run by new companies Nitrogen fertilizer is national security.

@JLinvilleFert Most unsettling time in fertilizer markets in my 46 years. Crazy! Get some rest this weekend.

I lied. Not done. U.S. is easing sanctions on Venezuelan fertilizer. I'm afraid it doesn't have the impact they think it will. At best, they produced 3M (?) t/yr of urea... 250K/month...and years of Dictator rule likely means plants have suffered. axios.com/2026/03/13/ven…

A great review of the fertilizer markets

Little advice on raising children: You never know when the “last time” is, so make each time count….as if it were the last. The last time you give them a bath, the last time you wake up in the middle of the night, the last time you help them eat pancakes, the last time you read them a goodnight story, the last time……. Then they grow up, and the last times…….are gone. Make it count…..every single time.

@LongArcNews @JavierBlas Excellent!

Pipelines can reroute crude. You can't reroute a nitrogen molecule. The satellite images tell the oil story. What they don't show: the same chokepoint carries the gas feedstock that becomes urea, ammonia, and sulphur — the invisible architecture of global crop yields. Reroute oil through a pipeline, sure. But there's no East-West pipeline for fertiliser precursors. That asymmetry is the real unhedged exposure. longarcnews.com/the-underwrite…

Amid all the bad news, some positive today in KSA: We're begining to see the first signs that the Saudis are re-routing oil via the East-West pipeline to the Red Sea. It's certainly no enough to offset the losses of the effective closure of the Strait of Hormuz. But it helps.

@JLinvilleFert Qatar shutting down LNG trains and exports could have far reaching effects on Nitrogen; China and India have significant dependency upon Qatar for natural gas. It requires weeks to restart a LNG line and bring it back to full production, its not like an on / off switch.

Nitrogen/phosphate markets, the timing of the Strait reopening is everything. If the Strait opens quickly, production can continue and flows return. Should help slide prices quickly. However, the longer it draws out, the more likely production will be to stop for lack space.

@JLinvilleFert You forgot Russia

For urea supply problems: - Qatar/Iran/S.A. supplies blocked due to fighting - Egypt may struggle as Israel shuts down gas production - China already scaling back on exports - Europe still at 75% of normal Could not be happening at a worse time.