https://www.reuters.com/markets/commodities/asian-fertiliser-buyers-turn-away-key-exporter-china-amid-growing-curbs-2023-12-18/
Reminder that China crashed the phosphate market in 2009 and suppressed it for a decade.
China is (wisely) limiting exports, and unlikely to change course.
The tailwinds for CXM are as good as it gets.
https://www.reuters.com/markets/commodities/asian-fertiliser-buye...
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