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Josh Linville

Type: Researcher Tracked appearances: 15
Validated speaker urea prices

tracks fertilizer markets, pricing shifts, and supply-demand drivers

X / Twitter Website
Analyzed appearances 15
Latest appearance 2026-06-23 09:43
Most seen on StoneX

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Economic vision

tracks fertilizer markets, pricing shifts, and supply-demand drivers

Reliability notes

  • Admin-validated speaker with linked X / Twitter profile.
  • Preview built from 15 analyzed appearances.
  • Latest tracked appearance: 2026-06-23 09:43.
  • Most often seen on StoneX.

Themes and assets

urea prices 3 India urea tender 2 urea market 2 Australia drought risk and latent urea demand 1 China export policy 1 China exports 1 demand destruction 1 fertilizer buying strategy 1

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StoneX
Josh Linville
2026-06-23 09:43
Recent appearance

Fertilizer Buyers Are Being Forced to Adapt Fast

fertilizer buying strategyurea pricesphosphate prices

Preview:Josh Linville argues fertilizer buyers should stop treating purchases as all-or-nothing decisions and start layering buys by nutrient, because the market is too confused and uneven for a single timing call. He says urea has already corrected sharply, while phosphate remains unusually supported and could stay elevated long enough to destroy demand if prices do not fall before fall application season.
StoneX
Josh Linville
2026-06-17 12:01
Recent appearance

Global Fertilizer Supply Improves as Shipping Risks Begin to Ease

urea marketphosphate pricingpotash affordability

Preview:Josh Lynville of StoneX argues that fertilizer markets are weakening mainly because Middle East shipping risk is easing and vessel traffic is resuming. He says urea, phosphate, and even potash are all under pressure or at least facing softer demand relative to crop prices, and India’s aggressive urea buying shows there is still product available and sellers are willing to move tons. His overall near-term read is that fertilizer is likely flat to softer, especially as northern hemisphere summer demand is seasonally weak.
StoneX
Josh Linville
2026-06-11 12:46
Recent appearance

The Corn Maze Dragging Fertilizer Prices Even Lower

fertilizer pricesurea market

Preview:Josh Lynville says fertilizer markets, especially urea, have held up better than feared because demand was stretched out, farmers pushed back on prices, and nitrogen demand destruction was enough to offset supply scares. He argues China’s return as an exporter is a major bearish force and that the latest India tender, with nearly 6 million tons offered against 1.7 million sought, should keep pressure on prices. He also says collapsing grain prices, especially corn, are making fertilizer-to-crop ratios worse and leaving farmers unwilling to buy unless prices improve.
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