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Analyst
Jordan Lee
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q3 (3 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 2 companies
CFCF Industries2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
We are seeing a pretty strong divergence, between urea and ammonia prices currently
Show response
Bert attributed divergence to new Gulf Coast ammonia capacity creating oversupply in merchant ammonia while urea remains tight. Tony distinguished between traded ammonia prices and interior agricultural ammonia which remains strong.
do you think you farmers will get down all of the nitrogen that, they would like to this spring?
Show response
Bert noted tight UAN and urea availability may push additional side-dress ammonia applications. Expected 95M+ planted corn acres with higher application rates. Stocks-to-use ratio very low for corn globally supporting strong demand.
MOSMosaic Company (The)1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
I wanted to clarify whether the potential demand deferral that you called out is reflected in that range
Show response
Bodine confirmed Q4 guidance of 1.7-1.9M tons is production-based with demand deferral as downside risk. Wang detailed US import reductions of 1.1M tons (36%) YTD constraining supply. Deferral depends on government payment timing and weather. Fall application underway normally. Strong harvest removing additional 1.5M tons of nutrients versus prior year creates replenishment obligation.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CF CF Industries | 2 | —Rate withheld: fewer than 3 questions |
| MOS Mosaic Company (The) | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Pricing1
- Competitive Dynamics1
- Supply Chain1