fundamental mattersurea price analysis is mosre fundamental than technical. i think its about 3 year floor price and will rise because of (KHARIF) session. there is no action in market for now. lets see what will happen in late may and first half of juneLongby omid_purmahmudUpdated 3
The strategic ureaurea has dropped almost to the point from where the price lifted 3 years ago. it may drop further 17 to 28 % . the pressure for a short may have a fundamental basis that i am unaware of for this strategic commodity, but the companies like Shapdis & Khorasan are producing under their practical capacby loginmusa3
Urea Pt 2Tested the 585 and broke below. Long targets identified in yellow. 458/390 likely accumulation range before a return to the upper green triangle. by AlphaRainmaker2
Urea CyclesA return to 800+ is in store. Soon. Maybe a test down to 585 range first.Longby AlphaRainmaker1
Goldman's Tony Pasquariello.... on Fertilizer: Russia is the world’s largest exporter of fertilizers. I wonder if folks are too complacent about the inherent risks here? As Adam Samuelson in GIR put it to me, “the spike in fertilizer is a major issue underpinning the bullish view on agricultural commodities and why some of by GammaLab4
If you are into gardening....you might want to check out this chart. Fertilizer futures shooting up to new all-time highs. by GammaLab119
The unsung hero of (over)populationMy more frequent readers already know, that aside from the esoteric (gamma), I have a faible for way more existential matters like energy, food, or..urea. And before the title of this post gets misinterpreted. No, I do not believe in overpopulation, quite the opposite. I am on absolutely the same pby GammaLabUpdated 7
Bearish on pissMy deep fundamental analysis of PISS leads me to believe piss will continue to go up and reject resistance with strength. Somewhere, someone, FOMO'd on piss. And people are going to FOMO on PISS again, but when profit is taking/hedges are reduced in size (or new opened higher) the price of PISSSSS Shortby MrRenevUpdated 112