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metiscustoday at 1:54 PM1 replyview on HN

Fertilizer is pretty fungible and is a global market, so even if the US is primarily supplied by Canada, and overall global demand remained constant, prices would go up since there will be supply reduction due to the Hormuz strait being closed.


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downrightmiketoday at 4:59 PM

Having the two major inputs turned off turns fungible to non-fungible

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