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Heads up Ammonia going up BIG!!!!!!!!

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    #11
    rhof that price of Canola oil in the
    store is same today as it was a year
    ago. All food like Rolled oats, oat bars
    pam margarine are all gee the same so
    how are we screwing the consumer.
    Also Funny our dealer is getting lots of
    calls for product from new guys out of
    area does Viterra have issues again this
    spring.
    Yes Hopper any one who is looking at
    more land this late in the year does
    deserve to over pay. But 80Cent lb
    ammonia translates to a 70 fall price
    and that will also be the highest fall
    price ever. Dah were all getting it up
    the shoot.

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      #12
      Agu,pe ratio is only 9.6,make sure you buy before
      their next earnings report,dividend isn't worth
      mentioning,short term pullback to 76ish i would
      think.

      Comment


        #13
        If nitrogen scares out some canola acres what will be
        the replacement in your area?

        Maybe this will save the pulse acreage?

        Comment


          #14
          Our area would switch to peas but no one I
          mean no one has seed. All local seed
          growers are out and what is available is
          not good quality seed. two to three year
          old peas.
          Durum might pick up and even flax.

          Comment


            #15
            No good pea seed left here either.

            Comment


              #16
              CF announces additional suspensions

              Additional nitrogen supply curtailments were announced by CF Industries Holdings Inc. on April 17. CF notified customers on Tuesday that is was unable to load urea at its Inola, Okla., warehouse due to an interruption in supply availability. CF said the interruption was effective immediately and would last until further notice.

              CF also alerted customers on April 17 that the company's Verdigris, Okla., plant would not be loading anhydrous ammonia trucks until further notice, again citing an "interruption in supply." CF said the Verdigris ammonia interruption would commence at 6 p.m. on April 17.

              Just one day earlier, CF had announced that UAN was being allocated at its Courtright, Ont., facility, and urea was being allocated at the company's Medicine Hat, Alberta, plant. CF attributed both allocations to interruptions in supply availability. CF also reported on April 16 that its Woodward, Okla., facility was out of service due to power outages caused by tornadoes in that area on April 15.

              CF's Verdigris plant has two ammonia plants with a total combined production of more than 3,200 tons per day, with some 2,400 tons of that upgraded to UAN under optimal production rates. The Verdigris plant is the largest UAN production facility in North America, with the capacity to produce more than 5,600 tons per day of UAN-32.

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                #17
                Interrupted supply, just after a moderate demand
                winter, and lowest natural gas prices in years. It is
                also just before planting in north america. Sounds
                fishy. Sounds to me like a recipe for an increase
                in prices and pretty nice profits.

                Comment


                  #18
                  Free market at work. Just like in Russia
                  where the oligarchies have control they
                  gouge ya. This is after all Comedia,
                  where us framers like challenges. Gotta
                  have it at any price boys/girls cousin wes
                  hooked!!!! Industry nose it, the
                  clusterf#$k continues......

                  Comment


                    #19
                    Canola biggest nitrogen user. Switch to pulses. I have switched to soybeans. That is how you lower prices.

                    Comment


                      #20
                      We might drop 500 acres of Canola from our
                      rotation. Found Cert pea seed today. Will
                      take our pulses back to 1200 acres.

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