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


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From: Elroy9/22/2021 7:24:28 PM
   of 310
 
DTN Retail Fertilizer Trends

dtnpf.com

On Sept. 15, CF Industries announced a halt in operations at two manufacturing facilities in the United Kingdom. Plants in Billingham and Ince, UK, are stopping production.

"The company does not have an estimate for when production will resume at the facilities," according to a CF Industries press release.

Then on Sept. 17 Yara announced it will curtail production at a at number of its European plants because record high natural gas prices in Europe are affecting ammonia production margins, according to a Yara press release.

By this week, Yara will have shut down around 40% of its European ammonia production capacity.

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From: Elroy9/23/2021 12:37:00 PM
   of 310
 
UAN unit price briefly hit a five year high today.

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To: Elroy who wrote (203)9/23/2021 6:06:18 PM
From: Elroy
   of 310
 
UAN for Q1 delivery now above $440/ton.

cmegroup.com

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From: Elroy9/24/2021 12:10:35 PM
   of 310
 
Another five year high unit price today

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From: Elroy9/26/2021 1:49:32 AM
   of 310
 
US GRAINS COUNCIL EXPECTS RECORD CHINESE CORN PURCHASES TO CONTINUE


https://brownfieldagnews.com/news/us-grains-council-expects-record-chinese-corn-purchases-to-continue/

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To: Elroy who wrote (207)9/28/2021 5:22:23 PM
From: Elroy
   of 310
 
UAN fertilizer for March 2020 delivery now up to $450/ton.

cmegroup.com

The same month was $350/ton back on Sep 3rd.

Message 33472502

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From: Elroy9/29/2021 12:07:01 PM
   of 310
 
Fertilizer Prices Soar Near 2008 Highs on Supply Shocks, Concerns Sprout Over Sourcing Enough for 2022 U.S. Corn Acres

agweb.com

China halts phosphate exports

wisfarmer.com

China is banning the export of phosphate, a major component of commercial fertilizer, through 2022.

“Fertilizer prices have increased dramatically in recent years, and the news coming from China will more than likely help this trend continue,” said Theresa Sisung, field crops specialist for the Michigan Farm Bureau. “Farmers should talk to their retailers sooner rather than later to discuss their options for purchasing fertilizer for their 2022 crop needs.”

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From: Elroy9/29/2021 6:26:34 PM
   of 310
 
UAN futures price still moving higher.

cmegroup.com

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From: Elroy9/29/2021 9:42:06 PM
   of 310
 
These guys are similar to UAN with plants located in the Tampa area. They also refinanced 9% debt down to 6%.

LSB Industries Announces Pricing of $500 Million Private Placement of 6.250% Senior Secured Notes Due 2028

finance.yahoo.com

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To: Elroy who wrote (213)9/30/2021 3:27:13 PM
From: Area51
1 Recommendation   of 310
 
Finally took out $70 :-)
I was tempted to add some short term options but a little too expensive for me :-(

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