
Joshua Barnes
57 posts









$AGRO Everyone interested in the fertilizer and agriculture industry, should take a few minutes to hear what a great position Adecoagro is in. $MOS $CF $NTR - Fixed gas prices till end of 2027. Vaca Muerta (Argentina) is one of the largest gas reserves in the world, and is totally unaffected by Middle East conflicts. - Cash cost of $180-190 per tonne of Urea. Selling for +$600/tonne. Reached +$900 with a significantly smaller supply chain disruption in 2022 (10% in 2022 from Russia vs +40% today from Middle East) - Agriculture business (250,000 owned acres + ~200,000 leased) is looking great for 2026, with a record year expected by the industry.



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