had visit from chem dealer today.
we talked about fert prices chem prices etc.
he talked about a general 3% price increase in chem prices and that buct m might drop some . 1$/acre
then he says , glyphosate might be in short supply. i say what, your kidding right.
Turns out it might only be cheap glyphosate thats in short supply
so whats going on,there should be lots around. then he goes on to say that when they placed their orders ,
they had to take a pallet of the higher priced brand name stuff to get a pallet of generic.
80% of his market is the cheap stuff, so he would like to order 80/20
now we get into speculation,
your monsanto, you control 90% of the active ingedient that goes into the generics. so if you short the active ing. to the generics and create a shortage of the cheap stuff.
the dealer is sold out of the cheap generic, but funny theres lots of the high price preium brand out there. We should be thankful we can count on monsanto when the generics let us down.
they must figure they have succesfully killed clearout and are takeing back the glyphosate market on their terms.
we talked about fert prices chem prices etc.
he talked about a general 3% price increase in chem prices and that buct m might drop some . 1$/acre
then he says , glyphosate might be in short supply. i say what, your kidding right.
Turns out it might only be cheap glyphosate thats in short supply
so whats going on,there should be lots around. then he goes on to say that when they placed their orders ,
they had to take a pallet of the higher priced brand name stuff to get a pallet of generic.
80% of his market is the cheap stuff, so he would like to order 80/20
now we get into speculation,
your monsanto, you control 90% of the active ingedient that goes into the generics. so if you short the active ing. to the generics and create a shortage of the cheap stuff.
the dealer is sold out of the cheap generic, but funny theres lots of the high price preium brand out there. We should be thankful we can count on monsanto when the generics let us down.
they must figure they have succesfully killed clearout and are takeing back the glyphosate market on their terms.
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