I am not sure speculating on it will pay off.
Urea is also needed for DEF. Modern trucks won't run without it. If the strait remains closed, US freight lanes will halt in about 3 weeks.
Also agricultural operations across the northern hemisphere need Urea in April.
Entire supply chains and economies will start disintegrating.
Isnt it more likely that those fertilizer companys go down instead of up?
Why should it go up when the production prices go up for them? If they raise their prices, they dont make more profit because of the more money they have to pay to produce
Farming is cyclical (hopefully). I work 100 hour work weeks and won’t be able to pay myself this year, but hopefully I’ll still manage to hang on and do better next year haha