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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (85869)	1/15/2012 9:36:48 AM
From: 2MAR$	Read Replies (1) \| Respond to of 217574

Yes Haim , these cratered NatGas prices especially beneficial to $CF (& $TNH which it owns major part of ) which mainly focus on ammonium nitrate & urea/UAN which Ngas is about 50-60% of their cost of production ..unlike POT or MOS that have higher potash/phos mining costs . ( They've really hit the sweet spot in 2011-12 all factors combined) Getting accurate figures for plantings & harvest #'s , the USDA came out with the latest figures last thursday that tanked rallying corn futs ending last week down a good deal , but the trade that morning the stocks were down only briefly in the am bouncing heftily back up cont'd into friday . Now to see if there's some top being put in here or these are going to break out further .... Can see the futs reaction more easily here after the USDA report thurs (hover cursor or click futs) finviz.com * But later in a released live CNBC Santelli report , those USDA corns estimates last week are being contested heavily & overestimated by up to 400mil bushels according to this commodities trader/specialist who's done an extensive survey of his own , a huge discrepancy he says there's no surplus essentially <G video.cnbc.com