The Mosaic Company

Friedberg support ×3 ▲ on 🛢️ Global nitrogen-fertilizer supply shock E273 · 2026-05-15 ▶ 1:03:01

absolutely 99 percent confidence that will make the upcoming year the hottest year on record ... currently facing a shortage of nitrogen based fertilizer because of the crisis with Iran and the Strait of Hormuz, ... the commodity markets are going wild for this right now. ... It's become kind of a focal area for a lot of folks in commodity markets.

Friedberg support ×2 ▲ on 🛢️ Global nitrogen-fertilizer supply shock E267 · 2026-04-03 ▶ 42:23

about 35% of the world's nitrogen fertilizer goes through the Strait of Hormuz. ... urea was trading at about 350 bucks a ton before the conflict ... It reached over $700 a ton in the last two days. ... now going to be incapacitated for three to five years. And if you want to build a new facility, it takes about seven years.

Jason support ×1 ▼ on 🛢️ Boosted breeding delivers a step-change in crop yield E179 · 2024-05-17 ▶ 58:58

And then all these people buying up farmland in America, that could devalue that farmland if that wasn't as limited of a resource.

Friedberg support ×3 ▼ on 🛢️ Boosted breeding delivers a step-change in crop yield E179 · 2024-05-17 ▶ 40:23

Like the yield on some of these plants goes up by 50 to 100% or more. Just to give you a sense, like in the corn seed industry, breeders that are breeding corn are spending $3 billion a year on breeding, and they're getting maybe 1.5% yield gain per year. With our system, we are seeing 50 to 100% jump in the size of these plants.

Jason oppose ×1 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E96 · 2022-09-17 ▶ 1:16:45

It hasn't turned out to be disastrous yet.

Friedberg support ×3 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E96 · 2022-09-17 ▶ 1:17:12

Yeah, we have a massive starvation problem. The UN told told everyone, I mean, no one writes about this stuff because it's seemingly not interesting in mainstream media, which I don't freaking understand. But the UN thinks that 345 million people now are incrementally marching towards starvation.

Chamath support ×1 ▲ on 📈 Ag retail is the chokepoint for farm productivity - Friedberg SPACs Lavoro E96 · 2022-09-17 ▶ 1:00:19

And it seems like a very good entry valuation, good margin of safety too.

Friedberg support ×3 ▲ on 📈 Ag retail is the chokepoint for farm productivity - Friedberg SPACs Lavoro E96 · 2022-09-17 ▶ 52:16

We put two-thirds of our, these founder promote shares. They're, you know, the only vest if we can hit the stock price of $12.50 and $15 over the next three years. Otherwise we lose them. So we've really tried to align ourselves as shareholders and really put our money where our mouth is on this.

Friedberg support ×3 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E94 · 2022-09-01 ▶ 58:25

And then obviously European farmers are having issues. And combine that with the geopolitical issues of the Ukraine crisis and the natural gas pricing being so high, one third of ammonia plants have been shut down in Europe. And they think that ammonia and fertilizer production may drop by as much as one half in Europe because of the crisis.

Friedberg support ×1 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E90 · 2022-08-05 ▶ 26:49

There's an emerging problem with food insecurity in Africa, South Asia, around the world.

Sacks support ×2 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E87 · 2022-07-14 ▶ 13:49

So, the result of that was that overall production, agricultural production, fell by a third and rice production fell by 43% and rice is, you know, the biggest staple in the country. So, now you got people there starving or going hungry.

Chamath support ×2 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E87 · 2022-07-14 ▶ 12:04

The problem with going organic and organic fertilizer was all of the small farms shut down. All of the large farms had 20 to 30% crop yield reductions. The prices of food went crazy.

Friedberg support ×3 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E86 · 2022-07-08 ▶ 55:17

But meanwhile, these governments are in a frenzy to solve the climate change problem. And, you know, they're going to start to pass these laws that really hurt the livelihoods of ag producers.

Sacks support ×2 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E86 · 2022-07-08 ▶ 57:51

So they got smart on energy. And now they're about to repeat their same dumb mistake of basically prohibiting this area where they have an enormous natural advantage, which is food production.

Jason support ×2 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E85 · 2022-06-30 ▶ 1:13:19

if this war is never ending and the famine and the impact on 40 million people or something like that, that Friedberg predicted is actually going to happen in the next six months

Friedberg reversal ×2 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E84 · 2022-06-24 ▶ 41:58

wheat is down, I think, 30%, lumber is down 50%, gas prices are coming down. ... there are some of these, you know, commodity spikes that we've experienced over the past couple of quarters, particularly recently, that have had a significant part of the fueling effect on the inflationary trickle down into ultimately end products and whatnot. And those are coming down.

Friedberg support ×3 ▲ on 🛢️ War plus fertilizer costs cause a global crop shortfall and famine in a year E74 · 2022-04-01 ▶ 1:19:50

there is an expectation that we could see up to an 80% decline in planted acres in the Ukraine. ... Fertilizer prices through the roof because nat gas has gone up, so ammonia prices have gone up, potash exports are prohibited from Russia, so potash has gone up. ... for a lot of farmers, it's actually uneconomical, not just in Illinois, but around the world now, where the cost of the inputs, the cost of rent, the cost of production exceeds the expected profit coming out of the farm. And so farmers are not going to plant. ... That means there's going to be less production over the next year. That means famine hits us in a year.