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   Non-TechUAN - The variable distribution MLP that could go a long way


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From: Elroy9/15/2021 11:31:32 AM
   of 313
 
DTN Retail Fertilizer Trends
Retail Fertilizer Prices Climb Slowly as Shutdowns Hint at Shortages


https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/09/15/retail-fertilizer-price-climb-slowly

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To: Elroy who wrote (183)9/15/2021 5:44:52 PM
From: Elroy
   of 313
 
UAN Q1 now $360/ton to $365/ton

cmegroup.com

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From: Elroy9/15/2021 6:48:39 PM
   of 313
 
The good news just keeps coming. CF stopping ammonia production in the UK because natural gas prices in the UK are too high.

CF Industries Holdings, Inc. Announces Halt of Operations at UK Facilities

finance.yahoo.com

CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced that it is halting operations at both its Billingham and Ince, UK, manufacturing complexes due to high natural gas prices. The Company does not have an estimate for when production will resume at the facilities.

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To: Elroy who wrote (195)9/16/2021 5:02:07 PM
From: Elroy
   of 313
 
UAN Q1 up over $30 today. Now $390-$398/ton

cmegroup.com

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From: Elroy9/19/2021 6:15:05 PM
1 Recommendation   of 313
 
UAN for Q1 2022 delivery at $400/ton today......

cmegroup.com

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From: Elroy9/20/2021 3:54:00 PM
   of 313
 
Food Prices Poised to Surge With Fertilizer at Highest in Years

finance.yahoo.com

Yara brings ammonia to Europe after gas price hike, CEO says

reuters.com

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To: Elroy who wrote (198)9/20/2021 5:18:41 PM
From: Elroy
   of 313
 
UAN for Q1 2022 delivery at $412/ton today......

cmegroup.com

This is sort of getting ridiculous.....the Q1 buying is supposed to generally begin in November. I hope UAN company holds onto some inventory and doesn't pre-sell it all because these prices are beautiful.

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From: Elroy9/20/2021 11:15:35 PM
   of 313
 
If anyone wants to understand how UAN converts natural gas into ammonia and UAN, here ya go!

en.wikipedia.org


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From: Elroy9/21/2021 11:06:19 AM
   of 313
 
U.K. in Deal to Restart Fertilizer Output, Easing CO2 Crunch

finance.yahoo.com

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To: Elroy who wrote (200)9/21/2021 5:00:00 PM
From: Elroy
   of 313
 
UAN for Q1 delivery is now $438 ton…….

cmegroup.com

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