In Episode 103 of the What the Futures Podcast, host Ryan welcomes Josh Linville, the fertilizer market expert from Stonex, to discuss the current state and future trends of the fertilizer industry. Recorded in the UPL Studio, Ryan kicks off the episode with updates about the upcoming Crop Marketing Made Cool conference in Moose Jaw and recent agricultural market insights. Josh elaborates on global factors affecting fertilizer prices, the impact of China's export behaviors, and the challenges of expanding fertilizer production. They also dive into the implications for North American farmers and strategies for making better buying decisions amid fluctuating market conditions. Additionally, Tyler Yaremchuk from the Nation Network drops by to discuss the latest on the Edmonton Oilers and NHL trade rumors. Don't miss this deep dive into the world of agriculture, sports, and strategic planning for the new year!

00:00 Introduction and Episode Overview

00:34 Upcoming Events and Conference Details

01:38 Guest Introduction: Josh Linville

02:40 Market Insights and Crop Marketing Window

05:38 Hockey Talk with Tyler

20:48 Crop Production Estimates and Market Analysis

29:32 Interview with Josh Linville

31:01 Challenges in the Fertilizer Industry

32:59 China's Impact on Urea and Phosphate Markets

34:14 Investment and Expansion in Fertilizer Production

37:59 Market Dynamics and Farmer Decisions

41:58 Future Outlook and Buying Strategies

48:02 Connecting with Industry Experts

51:10 Podcast Wrap-Up and Final Thoughts