Selling Window Closes? And Fertilizer Talk! Guest: Josh Linville of StoneX episode artwork

EPISODE · Dec 5, 2025 · 58 MIN

Selling Window Closes? And Fertilizer Talk! Guest: Josh Linville of StoneX

from What the Futures! · host Ryan Denis

In Episode 103 of the What the Futures Podcast, host Ryan welcomes Josh Linville, the fertilizer market expert from Stonex, to discuss the current state and future trends of the fertilizer industry. Recorded in the UPL Studio, Ryan kicks off the episode with updates about the upcoming Crop Marketing Made Cool conference in Moose Jaw and recent agricultural market insights. Josh elaborates on global factors affecting fertilizer prices, the impact of China's export behaviors, and the challenges of expanding fertilizer production. They also dive into the implications for North American farmers and strategies for making better buying decisions amid fluctuating market conditions. Additionally, Tyler Yaremchuk from the Nation Network drops by to discuss the latest on the Edmonton Oilers and NHL trade rumors. Don't miss this deep dive into the world of agriculture, sports, and strategic planning for the new year! 00:00 Introduction and Episode Overview 00:34 Upcoming Events and Conference Details 01:38 Guest Introduction: Josh Linville 02:40 Market Insights and Crop Marketing Window 05:38 Hockey Talk with Tyler 20:48 Crop Production Estimates and Market Analysis 29:32 Interview with Josh Linville 31:01 Challenges in the Fertilizer Industry 32:59 China's Impact on Urea and Phosphate Markets 34:14 Investment and Expansion in Fertilizer Production 37:59 Market Dynamics and Farmer Decisions 41:58 Future Outlook and Buying Strategies 48:02 Connecting with Industry Experts 51:10 Podcast Wrap-Up and Final Thoughts

In Episode 103 of the What the Futures Podcast, host Ryan welcomes Josh Linville, the fertilizer market expert from Stonex, to discuss the current state and future trends of the fertilizer industry. Recorded in the UPL Studio, Ryan kicks off the episode with updates about the upcoming Crop Marketing Made Cool conference in Moose Jaw and recent agricultural market insights. Josh elaborates on global factors affecting fertilizer prices, the impact of China's export behaviors, and the challenges of expanding fertilizer production. They also dive into the implications for North American farmers and strategies for making better buying decisions amid fluctuating market conditions. Additionally, Tyler Yaremchuk from the Nation Network drops by to discuss the latest on the Edmonton Oilers and NHL trade rumors. Don't miss this deep dive into the world of agriculture, sports, and strategic planning for the new year! 00:00 Introduction and Episode Overview 00:34 Upcoming Events and Conference Details 01:38 Guest Introduction: Josh Linville 02:40 Market Insights and Crop Marketing Window 05:38 Hockey Talk with Tyler 20:48 Crop Production Estimates and Market Analysis 29:32 Interview with Josh Linville 31:01 Challenges in the Fertilizer Industry 32:59 China's Impact on Urea and Phosphate Markets 34:14 Investment and Expansion in Fertilizer Production 37:59 Market Dynamics and Farmer Decisions 41:58 Future Outlook and Buying Strategies 48:02 Connecting with Industry Experts 51:10 Podcast Wrap-Up and Final Thoughts

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Selling Window Closes? And Fertilizer Talk! Guest: Josh Linville of StoneX

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In Episode 103 of the What the Futures Podcast, host Ryan welcomes Josh Linville, the fertilizer market expert from Stonex, to discuss the current state and future trends of the fertilizer industry. Recorded in the UPL Studio, Ryan kicks off the...

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