https://www.wsj.com/articles/ukraine-war-hits-worlds-farmers…
**[https://www.wsj.com/articles/ukraine-war-hits-worlds-farmers...](https://www.wsj.com/articles/ukraine-war-hits-worlds-farmers-as-russia-cuts-fertilizer-supplies-hurting-brazil-11646487815?mod=lead_feature_below_a_pos1)**
**Ukraine War Hits Farmers as Russia Cuts Fertilizer Supplies, Hurting Brazil**
**Shortages and higher costs take a toll on the major crop producer, threatening to spur global food inflation**
Wendy
Ukraine War Hits Farmers as Russia Cuts Fertilizer Supplies
Does this make Mosaic (MOS) a buy or a stock to avoid? It is the world’s largest combined producer of potash and phosphates.
DB2
<Does this make Mosaic (MOS) a buy or a stock to avoid? It is the world’s largest combined producer of potash and phosphates.>
Looks good to me.
https://www.google.com/search?client=firefox-b-1-d&q=mos…
https://en.wikipedia.org/wiki/The_Mosaic_Company
Wendy
When you look at that google chart zoom out the yearly chart. You are one of the last people to think of this play. Or you are somewhere late in the mix.
I suggest that firms like BHP, RIO and VALE are positioned to pick up slack from disruption of Russian supply of ore and fertilizer ingredients. Also, the disruption could spur longer shipping routes, but I’ll defer to Hohum for that.
Jeff