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发帖数: 133 | 1 化肥这段时间很热，叫顶的有，说还大有发展余地的也有。
我去看了一下MOS的SEC filing, 有如下发现
1. The demand on fertilizer might have not increased significantly.
Actually MOS sold less fertilizer in terms of volume this year than last
year. So wall street lied when they said the bull run of grains lead to
significant increase on the fertilizer deman.
2. The fertilizer price increased a lot. For example, MOS's main product,
DAP currently sells at $417/ton, compared to $243/ton last year.
Why it increased a lot? I believe it might b |
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