CHS Hedging fertilizer analyst Chris Short is watching the Russia/Ukraine conflict very closely. Short says it makes an already tight situation even more problematic. “On ammonia and definitely on UAN, we’re in big trouble; that’s best the way to put it, we’re in big trouble.” The supply may be available for other fertilizer categories, but “a logistical nightmare” will be the concern as product will need to be sourced from different areas.
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