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southern MN | Most fert up here in the north is already applied or in the warehouses. We can’t haul full loads for most of the next month on the normal roads as the frost comes out, so you need your bulk supplies in by now or wait to April, no one wants to wait to the bottleneck time.
Most folk have it prepaid, what’s left to apply. an issue could be if fert gets diverted to southern locations away from prepaid northern locations? That would be some bad business, but plausible.
Your chart says a month to the USA, then offload to a rail or barge and transport across half the country. That’s another 20-30 days? Then the local retailer has to move it another few days. Anything being put on a ship this week isn’t really in play for fields around here before planting time.
Would be mostly sidedress affected is all.
If this news raises corn prices great, not sure it has much short term affect on corn plans around here. Maybe, maybe a little less sidedress will happen affecting yields a bit.
I think it’s much bigger news than it is actual effect. But markets ride on the news, so it is an important deal.
Paul
Edited by paul the original 3/4/2026 11:18
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