Jamie G.
1.1K posts

Jamie G.
@jamiegieseke1
- Principal of Paradigm Futures - Farm kid from SC Minnesota - Email: [email protected] - Love to talk about business

Urea hit $687.50/ton — up 81% YoY and the highest since Oct 2022 (Trading Economics). The Hormuz closure disrupted ~20% of global seaborne trade. We believe nitrogen costs could reshape planting decisions this spring.



Hormuz Closed = Higher Global Agriculture Prices?








Announcing the Tunnel Vision Challenge! Pitch us your best 1-mile tunnel idea (Loop, freight, pedestrian, utility, etc.), we'll pick a winner, and build it…for free! Details: boringcompany.com/tunnelvision Criteria: -Usefulness (good bang for the bore) -Stakeholder Engagement (get hyped) -Technical, Economic, and Regulatory Feasibility (success is physically possible) Prufrock was designed to build mega-infrastructure projects in a matter of weeks instead of years - so let’s build!

This is the point I make and farmers / ranchers get mad. I'm not a packer lover but I don't see the model being replaced by a group of farmer investors. Again, look at the ethanol history - farmer ownership models didn't succeed.
















