/biz/ - Business & Finance

>>56063111
there are plenty of lithium miners out there, something like Albemarle should probably do pretty well in the long run. Lithium prices might still be elevated though
>>56063222
I didn't say I don't know the fertilizer market anon, I said I don't know the agri company market. I don't know the players in the crop market but I know enough about fertilizers and their producers. The fertilizer space is pretty much made up of two companies in the Canada & US: Mosaic and Nutrien. You have smaller ones like Intrepid Potash but those don't matter, it's the big boys you should be out to get. There's also Norway's Yara. And for the record, I'm not going to invest in anything I don't understand, that's just basic investing. Nobody should invest in something they don't understand at least a little.
>green/blue ammonia
If you read my post properly you'd know that Nutrien is not only a producer of potash but also a producer of nitrate fertilizer. They also produce phosphate. They produce each of the three basic fertilizer types. They plan to produce "green" ammonium nitrate as well.
>>56063114
is the company not shit finally?

>>54783821
Yes, ammonia is a nitrate fertilizer. There are different specific fertilizers that have nitrates. There's ammonium nitrate and urea and other combinations. Nitrate fertilizers are mostly made from natgas using the Haber-Bosch process. You can make nitrates with other methods and material feedstocks but it's almost all made from natty because it's just the most efficient and cheapest. Natty is often the primary feedstock in the chemical industry as a whole. This is why chemical producers' margins suffer when natty goes up, OR chemicals and fertilizers go up along with natgas. When natgas blew up sky-high in Europe last year they had to shut down chemical plants altogether because they were operating at a clear loss. American chemical producers didn't suffer at all though because their natgas didn't reach anywhere near as high prices.

The three main fertilizers are nitrates (ammonia), phosphate and potash. These can be shortened into NPK by their chemical names, and fertilizer products often indicate their chemical content as numbers in that order (for example, 0-30-30 would have 30% of P and K). Phosphate and potash are mined from mineral deposits, nitrates are made at chemical plants almost always from natgas. Nitrates tend to be the most expensive but they also increase crop yields the most. Crops need all three chemicals in addition to other nutrients in order to live. I understand that farmers can often save on phosphate and potash if their prices go high because the soil retains some of it year over year, but nitrates not so much.

pic related is some good easily digestible info I found on fertilizer products and where they come from.