September 2026Live view →
On the record
last 30 days · 7 positionsLatest positions
- JLJosh LinvilleStrongly for on phosphate The government should build long-term phosphate supply agreements with Norway, Saudi Arabia and Morocco. “the government, to me, needs to start going out and reaching out to places like Norway, Saudi Arabia, Morocco, and start building long-term supply agreements” ▶ 4:50 What a Fertilizer Reserve Means for Farmers in a… · 29 Sept
- JLJosh LinvilleStrongly for on nitrogen The U.S. should build more nitrogen production and become an exporter of finished nitrogen fertilizer rather than rely on imports. “Build more production. Quit being reliant on the world. Quit being reliant on the imports.” ▶ 3:47 What a Fertilizer Reserve Means for Farmers in a… · 29 Sept
- JLJosh LinvilleStrongly bearish on phosphate Phosphate prices are too high and are not justified even by $5-plus corn on the board. “I'm not sitting there saying that $5-plus corn on the board justifies it. It doesn't. It's too high price.” ▶ 6:26 What a Fertilizer Reserve Means for Farmers in a… · 29 Sept
- JLJosh LinvilleFalling on inventories Fertilizer inventories started the season very low, with one of the lower carryouts, and remain snug. “we started this fertilizer very, very low on inventories, one of the lower carryouts” ▶ 6:26 What a Fertilizer Reserve Means for Farmers in a… · 29 Sept
- JLJosh LinvilleBullish on phosphate Fall phosphate demand is growing as grain prices rally, and late buyers will face significantly higher prices and just-in-time logistics costs. “You thought the price was bad before. It's significantly higher now.” ▶ 7:35 What a Fertilizer Reserve Means for Farmers in a… · 29 Sept
- JLJosh LinvilleStrongly for on potash Shoring up the trade agreement with Canada is the fastest-acting fix and should be done first. “if you shore up the trade agreement, get all that put to bed, potash goes from being calm to being a little bit more calm” ▶ 5:44 What a Fertilizer Reserve Means for Farmers in a… · 29 Sept
- JLJosh LinvilleBullish on corn Higher grain values are driving new fertilizer demand, with corn acreage talk shifting up toward 96-100 million acres. “you've seen a lot of people shift from a lower 90s, 2027 corn crop acreage. And now they're starting to talk 96, 98.” ▶ 6:26 What a Fertilizer Reserve Means for Farmers in a… · 29 Sept
Their output
84 in September 2026Mon 31Wed 23 · 12Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Fiona Cincotta 6 mentions
- Fawad Razaqzada 3 mentions
- Mike Castle 2 mentions
- Michael Boutros 2 mentions
- Nate Donnay 2 mentions
- Alex Hodes 2 mentions
- James Stanley 2 mentions
- Razan Hilal 2 mentions
What they talk about
- StoneX Group Inc. 37 items
- US 32 items
- Federal Reserve System 27 items
- oil 16 items
- inflation 15 items
- Middle East 15 items
- Donald J. Trump 15 items
- rate hike 14 items
See what your own voices say about Josh Linville, every morning.
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