General Thoughts: US farmer sentiment has surged, but beneath the optimism lie structural pressures, including crop price weakness, lower margins, and a volatile demand setting,
General Thoughts: In 2025’s agriculture markets, durable winners will be those transforming corn-driven optimism and input demand into resilient advantage before shifting acreage and volatility
General Thoughts: We maintain a more constructive view of crop prices in 1Q25 than agriculture sector equities overall, and we continue to favor crop input
General Thoughts: We are optimistic about ammonia market growth both from on-farm demand and new channels, such as fuels, though demand will unlikely come at
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