StoneX Group Financial Director of Fertilizer Josh Linville thinks the United States had one of its biggest fall fertilizer runs on record last year. “That emptied the system; we ended with hardly anything left in the stockpiles,” says Linville. “We are in a position where we need to lose (anhydrous and UAN) tons to urea because we don’t have the supplies in place. If we start up in March, there won’t be stockpiles in the tanks waiting for farmers to show up.” Linville says fertilizer producers are continuing to drag their feet. “The question is can they keep it through most of spring or not. Unfortunately, it comes down to how long can they wait?”
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