Wondering if we could chat some. Starting to get some interesting info out of Europe that is trickling down a lot into my potential plans for 2023. Thanks

PM or email and happy to provide my # then

stpaulaggie at yahoo

Ammonia production is shutting down in Europe due to the high cost of gas. I see a new closure almost everyday. These plants are expensive to build and not on the approved ESG list that corporate/government types are willing to support anymore.

That's what I'm getting. My supplier and manufacturing is actually in China. I spent most of this morning from 2-4AM talking with my plant manager and supplier to try to secure a guarantee of sorts that we'll be okay in 2023. We built our new plant seven years ago next door to our quat supplier for a reason and then this **** happens.

We're being told allocations are potentially on the table. Apparently they had some PE types come visit them and tried to pay up front to secure all of their 2023 production. Fortunately they told them to pound sand, but this leads me to believe **** could hit the fan soon as I've already seen some of our pricing projections for Q1. Fortunately I signed a 6 month contract back in June to lock our prices through the end of the year and I'm considering hiring a 2nd shift skeleton crew to run 1 line during our non-normal business hours just to inventory the **** out of product for a bit. Wuld like to try to hedge some against the first few months of 2023 in the hopes this will subside some after the cold months pass Europe.

Putin is your business partner at this point. I expect force majeure's all over the place once it gets cold and countries start fighting over NatGas