Mark Rossano

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Mark Rossano

Mark Rossano

@markfny

CEO C6 Capital Holdings LLC Website: https://t.co/px1MHDaxhW YouTube: https://t.co/wmVEDzqobJ Podcast: https://t.co/ExHcucK1a3

Katılım Ağustos 2011
1.2K Takip Edilen7.2K Takipçiler
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Mark Rossano
Mark Rossano@markfny·
@PrimaryVision and I are launching a new show called "Third Party Opinion" where we will cover everything from U.S. shale and domestic activity to global macro economics. This will be the full round up you don't want to miss!
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Mark Rossano
Mark Rossano@markfny·
@Big_Orrin Based on that description- sounds like Montreal and Toronto to me.
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Mark Rossano
Mark Rossano@markfny·
@bradbradbrown @tphuang Thanks for sharing! The phosphate ban until August was always there, but they've actually extended that "indefinitely". There is going to be a big reduction from India as well tightening the market considerably.
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tphuang
tphuang@tphuang·
China's Urea capacity is 73mt & Coal represent 80% of that w/ gas the remaining. For Coal Urea, 60-75% of cost are from energy. 60% of fertilizer cost is Urea. Theoretically speaking, China can retain production by increasing coal urea utilization. Phosphate fertilizer export is facing full export control until 08/31. Urea export limit set to 3.3mt, but almost nothing allowed during the March/Apr planting season. China is clearly focused on securing its own food security ahead of export. Remains to be seen if it will open up export later on. This might require some delicate negotiations.
tphuang tweet mediatphuang tweet media
外汇交易员@fxtrader

彭博：庞大的化肥产业使中国成为化肥领域中的“欧佩克”。中国生产约占全球44%的磷、30%的氮，如果中国选择加以利用，这在未来几十年可能会成为一个强大的地缘政治工具。 中东战争引发霍尔木兹海峡的供应危机可能会让领导层意识到化肥是关键矿物。如果未来出现肥料武器化，不要感到意外。

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Mark Rossano
Mark Rossano@markfny·
@bradbradbrown 100%- the volatility is going to be massive, but a huge amount of product is going offline in Europe. This whole thing is cascading in the worst way possible.
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Brad
Brad@bradbradbrown·
@markfny Frustrating to hold those equities in the meantime though..
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James East
James East@ACIPartnerhship·
@markfny Confirmed. Plus, one of the least convenient airports for sure from people movers, to baggage, to car rentals!
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Mark Rossano
Mark Rossano@markfny·
@dugless1ders @BlueFlameBlues 2 out of the 7 times i've been in the Denver Airport, those trains weren't running. I also learned they dont have a backup plan when they fail. Another 2 times- they were running at a significant delay. 2 times- lost my luggage. 1 times- seamless.
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Dugless 𝕏 Wonders
Dugless 𝕏 Wonders@dugless1ders·
@BlueFlameBlues @markfny I was there about five years after it opened. I thought it was pretty nice and the trains were heck of a lot better than buses at some other ones.
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Mark Rossano retweetledi
First Squawk
First Squawk@FirstSquawk·
INDIA BUYS OVER 30M BARRELS OF STRANDED RUSSIAN OIL – WSJ
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Uncle Eddie
Uncle Eddie@Uncle_Eddie15·
@markfny Fam staying local for Spring break is looking clutch🙏
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Mark Rossano
Mark Rossano@markfny·
@bradbradbrown I think when you have extended downtime at the plant level impacting flow of NG into AMS/Urea plants. Fertz is never top of mind for people, and I think it's the clear 2nd derivative play.
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Brad
Brad@bradbradbrown·
@markfny Feels very much like early Feb 2020... The news cycle was in full ramp, consequences were starting to be seen, but no one seemed to care yet. What will be the straw to break the camels back?
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Mark Rossano
Mark Rossano@markfny·
@bradbradbrown I agree- the downstream implications are measured in quarters, and depending on how much nutrient harvesting happens at the farm level- years.
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Brad
Brad@bradbradbrown·
@markfny Feels like everyone is sleepwalking into this. Not sure how there isn't more concern out there right now. So much complacency!
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Keşfet

@Big_Orrin @bradbradbrown @tphuang @ACIPartnerhship @dugless1ders @BlueFlameBlues @elonmusk @BarackObama