W
Whale Watcher
Apr 17, 2026 · bullish
Urea fertilizer prices have exploded 47% since February, and most US farmers are getting priced out of what they desperately need. This isn't demand destruction—it's margin explosion in disguise. While retail traders chase Nasdaq momentum plays, $MOS and $CF are quietly sitting on OPEC-level pricing power. Farmers don't have the luxury of skipping fertilizer; they'll pay whatever it takes or watch their yields crater.

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