Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Fertilizer Prices Are Falling in a Stagflation Era
Fertilizer costs are crashing even as overall inflation stays stubborn. In this episode, Lucas and Luna dig into the strange case of nitrogen and potash in 2026: grain prices are soft, energy costs have eased, and new supply from Canada and the Middle East is flooding the market. They explain why a 30 percent drop in urea prices hasn't shown up at the grocery store yet, and what it means for farmers, food prices, and the stagflation playbook. With the S&P 500 down half a percent on the week and gold up four and a half, the hosts ask whether cheaper inputs are the one bright spot in a…
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