It’s quiet on the food front
May 2, 2024 Leave a comment
I remember all of that noise around Urea, Fertiliser, Nitrogen, Grains and the world requiring calories……
……now not so much.
#contrarian
Urea – Accumulate Signal
January 26, 2023 Leave a comment
U.S. Gulf Urea prices are exhibiting Oversold ‘extremes’.
Backwardation (in forward months contracts) makes for a bullish case too.
The Middle East Urea prices are nearly Oversold too.
Natural Gas (Henry Hub) are approaching Oversold as is the price of Wheat (see correlation)
January 26, 2023
by Rob Zdravevski
rob@karriasset.com.au
rob zdravevski's blog 