Is the Fertilizers Industry good for ETA/ Search funds?

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June 19, 2023

by a searcher from Cornell University in New York, NY, USA

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Reply by a searcher
from Harvard University in Montreal, QC, Canada
There aren't many fertilizer producers globally, so it is a very concentrated industry at the top. At the distribution level, the concentration will vary from one market to the other. However it''ll always be a commodity that mostly competes on price. NOT my first pick for ETA. Good luck.
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Reply by a searcher
from Harvard University in Boston, MA, USA
Selling into a very challenging end market and competing largely on price with massive players. Some "tailwinds" with current disruption of supply chain from Europe but I'd steer clear.
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