EPISODE · Mar 18, 2025 · 1H 10M
Your Fertilizer Price Is Set Half a World Away
from Growing the Future · host Josh Linville, Dan Aberhart
A fertilizer quote in Western Canada is the last step in a chain that starts with export policy, damaged infrastructure, shipping lanes and industrial gas prices on the other side of the world.Josh Linville analyses that chain for a living. Recorded ahead of the 2025 season, this conversation walks through the specific pressure points that were moving the market, and in doing so lays out how the market is actually built. What's InsideHow an export restriction in a single country removes millions of tons from global trade and what that does downstreamThe pipeline and port infrastructure losses that took a large share of global ammonia export capacity out of serviceWhy a concentration of urea production in one region makes a handful of shipping chokepoints into a pricing inputWhat high natural gas costs did to European nitrogen production, and why that puts European buyers in competition with North American onesThe phosphate picture: reduced exports, trade duties, and what that leaves for regional supplyWhere potash actually comes from, and why trade politics matter more than supply doesWhat pushed sulphur and ammonium sulphate, including a driver most producers have never thought aboutWhy a local price can move for reasons that have nothing to do with anything localConnect with Growing the FutureWebsite: growingthefuture.caYouTube: Growing the FutureInstagram: @growingthefuturepodcastLinkedIn: Growing the FutureSubscribe to the Growing the Future Podcast wherever you listen, and register for Convergence Conference 2027 at convergence.ag. Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.
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What this episode covers
They said prices would settle. They didn’t. They said the market would stabilize. It hasn’t. They said this year wouldn’t be as bad as the last. Guess what? Now, farmers across Western Canada are staring down a brutal reality—soaring input costs, a shaky global supply chain, and a market that feels more like a runaway train than a reliable system. Fertilizer pricing isn’t just unpredictable—it’s wild. And if you don’t understand the forces behind it, you might find yourself paying too much, too late… or worse, left with nothing at all when you need it most. This one-hour live webinar is for the farmer who needs real answers. The retailer who’s playing defense. The ag professional looking for a sign of where this thing is headed.
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Your Fertilizer Price Is Set Half a World Away
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