Joshua Mayfield

Urea, phosphate and potash are all at high risk as the Strait of Hormuz tensions unfold. #fertilizer #IranWar Read more about the growth minerals space in this edition of the Growth Minerals Sector Review: Squeeze on Urea (& Everything). @hallgartenco hallgartenco.com/wp-content/upl…

@JLinvilleFert Did she say "Poatash"? 😅

This week's fertilizer video: - how the urea market reacted to the Strait being opened...and then closed - how has the India urea tender played out? Will they buy the tons? - potash looks poised for a price increase...but will it happen? youtu.be/PMktC57HVUg?si…

The world’s largest market demand for agricultural commodities, China, has a new center for global supply in Latin America: Brazil. #Brazil #China #Agriculture #Fertilizer #Commodities potashworks.com/a-successful-s…

This junior mining company $TRX in Tanzania continues to post record-breaking revenues and gold sales this year! #gold #miningstocks #Tanzania

Niobium's growth in the future critical minerals space looks doubtful. In this @InvestorNews article point out that China does not have a monopoly on niobium. Around 80% of the world’s niobium comes from one mine in Brazil. #niobium investornews.com/market-opinion…

Lattest figures about fertilizer shipments from the Strait of Hormuz are dreary: - 3,200 vessels trapped in the region - 24% of the global bulk fertiliser supply disrupted - around 833,800 metric tonnes of fertilizers stranded #Fertilizer #StraitOfHomuz splash247.com/strait-standof…

KEEP THE CVDS ON!!!!!!!!!!!!!!!!!!!!!!! #Fertilizer argusmedia.com/en/news-and-in…

MOSAIC DIDN'T TAKE A COMMODITY AWAY!!!!!!!!!!!!!!! #Fertilizer farmprogress.com/farm-policy/tr…

@JLinvilleFert Well it's too bad that Brazil is a major competitor to U.S. corn exports now...

A look at today's NOLA urea price vs history. Today's high price (fallen back slightly in later trade) is still well below the 2008 and 2022 high water marks...but farmers are getting destroyed with current corn values WELL below. Why we preach inputs and outputs for marketing.

This survey by @FarmBureau about prebooked USA fertilizer shipments just made Secretary Rollins sound like a nut job: - 19% in South - 30% in Northeast - 31% in West - 67% in Midwest Better change comms tactics, Rollins! #USA #Fertilizer #Agriculture fb.org/news-release/n…

The Brazil-China corridor has already been called the world's most important corridor for agricultural trade in corn and soybeans. Now, China has opened a new trade corridor with Argentina, starting with a wheat shipment of 70,000 tons. #Argentina #Wheat world-grain.com/articles/22395…

Avino's price fell harder than I expected. The company had an incredible balance sheet leading through the silver price cycle in 2025, and I still think it is one to watch in 2026. $ASM #silver

China Northern Rare Earth Group's price for $5,390 per tonne "underscores a defining feature of China’s rare earth industry: pricing is not left to open market forces, but guided through structured mechanisms embedded across the supply chain." @mining mining.com/chinese-rare-e…

@transbulgaria Oh, come on! That's not true. Having a Bulgarian neighbor feels like a sanctuary...

Good morning from Bulgaria.

@transbulgaria That's right! Amazing food in BG...

Bulgaria stands out in the EU as the one place where you can get these unique pancakes for only 2 euros, a small price for a taste that feels unforgettable.

Coal will be in higher demand this year, including for boosting nitrogen fertilizer production. “If China starts exporting, local urea prices will quickly jump in line with the global market. The government doesn’t want that situation." @JLinvilleFert thedailystar.net/business/globa…

Closure of Strait of Hormuz is triggering a global fertiliser crunch that threatens supplies of corn, wheat and rice. Of all the content around fertilizers, food and the Strait of Hormuz, this article is a comprehensive look at it all. @down2earthindia downtoearth.org.in/economy/hormuz…

Thanks to @globeandmail for featuring my comments about BHP's Jansen Potash Mine in Saskatchewan. BHP's Jansen project is an opportune moment: It is a telling test case in how Canada can once again build big things. #Canada #Potash #Mining #Fertilizer theglobeandmail.com/business/econo…

Thanks to @globeandmail for publishing my comments on the various scenarios facing the fertilizer risks at this time. Iranian strikes on Qatar reverberate through the fertilizer supply chain. #Fertilizer #StraitofHormuz #IranWar theglobeandmail.com/business/artic…

@TeglerWrites Dear @TeglerWrites Did you write and publish this story for Areas & Producers on Medium under the name TFASA Unveiled? I apologize for bothering you in advance. You are the only person I found who had written about TFASA previously. medium.com/areas-producer…

With U.S. minesweepers reportedly heading back to the Persian Gulf and the obvious need to open the Strait of Hormuz, deploying new unmanned assets into the waters there seems logical Ocean Aero Triton’s Minesweepers are ready now - Breaking Defense