Jason Newton

“Lucas, yes, you're right that we have seen an increase in the cost curve, particularly if we look at ammonia and UAN, but also urea, just driven by the increase in the price of gas in Europe.”

“Just to start with Southeast Asia and the timing of shipments and applications in that market. It is a region, particularly as we look at Indonesia and Malaysia, where there's a long lead time between purchases and applications.”

“The price depends a bit on the marginal cost of the product and the time of year. We've just come through the third quarter, which is a seasonal low point for global demand.”

“I think in terms of overall supply-demand impact, certainly there's a really large potential for supply constraints in 2022 just given, as Ken mentioned, the restrictions on Belarusian shipments to tidewater and the different sanctions impacting Russian production.”

“No, I’d just give our range for crop acreage expected of 91 million to 93 million acres of corn, 87 million to 89 million acres of soybeans. And we’re really basing that range off a combination of economic analysis, looking at the economics of growing crops.”