Willis Thomas (@willisthomas) 's Twitter Profile
Willis Thomas

@willisthomas

What'cha talking about Willis? - Mostly markets for fertilizers, minor metals and base metals.

The opinions, educuated or not, are my own.

ID: 58301843

calendar_today19-07-2009 21:41:21

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Fertilizer Week (@fertilizerweek1) 's Twitter Profile Photo

Our chart of the week shows the affect of changes in India's nutrient-based subsidy on margins for #DAP imports, adding pressure for declines in CFR prices #phosphate #fertilizer

Our chart of the week shows the affect of changes in India's nutrient-based subsidy on margins for #DAP imports, adding pressure for declines in CFR prices #phosphate #fertilizer
CRU Group (@crugroup) 's Twitter Profile Photo

ONE WEEK TO GO until our insightful webinar on 'The future of battery costs as influenced by technology, policy, and raw materials,' happening on 9 November 2023 at 10:00 AM GMT in partnership with A2MAC1. Register for free today: ow.ly/CzQo50Q2w0V #batterymaterials 🔋

ONE WEEK TO GO until our insightful webinar on 'The future of battery costs as influenced by technology, policy, and raw materials,' happening on 9 November 2023 at 10:00 AM GMT in partnership with A2MAC1.

Register for free today: ow.ly/CzQo50Q2w0V

#batterymaterials 🔋
CRU Group (@crugroup) 's Twitter Profile Photo

Israel is a key player in the phosphate and #potash markets, with substantial resources and a significant share of global production. The Israel-Gaza conflict's proximity to critical export ports, like Ashdod, poses potential challenges for the export of these #fertilizers,

Israel is a key player in the phosphate and #potash markets, with substantial resources and a significant share of global production. The Israel-Gaza conflict's proximity to critical export ports, like Ashdod, poses potential challenges for the export of these #fertilizers,
CRU Group (@crugroup) 's Twitter Profile Photo

Investments by CNGR, LG Chem, and Huayou in Morocco represent a broader trend of Chinese companies seeking to establish a presence in the battery supply chain outside China. 🔋 Learn more: ow.ly/h1RO50Q4SQt #InvestmentTrends #EVs #TradeAgreements

Investments by CNGR, LG Chem, and Huayou in Morocco represent a broader trend of Chinese companies seeking to establish a presence in the battery supply chain outside China. 🔋

Learn more: ow.ly/h1RO50Q4SQt

#InvestmentTrends #EVs #TradeAgreements
Fertilizer Week (@fertilizerweek1) 's Twitter Profile Photo

Our chart of the week shows the potential implications on Moroccan netbacks on sales of #MAP to the US from the recent decision to slash countervailing duties #phosphate #fertilizer

Our chart of the week shows the potential implications on Moroccan netbacks on sales of #MAP to the US from the recent decision to slash countervailing duties #phosphate #fertilizer
CRU Group (@crugroup) 's Twitter Profile Photo

CRU International Limited, through its consultancy division CRU Consulting, and Stark Resources are partnering to support emerging mining operations through the provision of accurate, reliable market data, engineering services and ore sorting technology. (1/2)

CRU International Limited, through its consultancy division CRU Consulting, and Stark Resources are partnering to support emerging mining operations through the provision of accurate, reliable market data, engineering services and ore sorting technology.

(1/2)
CRU Group (@crugroup) 's Twitter Profile Photo

This allows for more sustainable mining practices and accurate financial planning so that materials may be available for the #energytransition. To learn more about this partnership, get in touch with Willis Thomas , Head of CRU+. (2/2)

CRU Group (@crugroup) 's Twitter Profile Photo

We are thrilled to welcome Linda Zhang as our new Battery Metals APAC Lead! As battery technology evolves and global demand increases, Linda is ready to navigate the region’s complex but essential battery supply chains. Read more: ow.ly/Xgme50QgovM #batterymaterials

We are thrilled to welcome Linda Zhang as our new Battery Metals APAC Lead!

As battery technology evolves and global demand increases, Linda is ready to navigate the region’s complex but essential battery supply chains.

Read more: ow.ly/Xgme50QgovM

#batterymaterials
CRU Group (@crugroup) 's Twitter Profile Photo

What are the current key talking points in the fast-evolving #fertilizer industry? Join our complimentary webinar on 13th December 2023 at 1:00 PM GMT / 8:00 AM EST and get exclusive insights from our Head of Fertilizers, Chris Lawson. Register now: ow.ly/kUX250Qgfqt

What are the current key talking points in the fast-evolving #fertilizer industry? 

Join our complimentary webinar on 13th December 2023 at 1:00 PM GMT / 8:00 AM EST and get exclusive insights from our Head of Fertilizers, Chris Lawson.

Register now: ow.ly/kUX250Qgfqt
CRU Group (@crugroup) 's Twitter Profile Photo

In response to a major #phosphates producer's interest in pricing phosphorus units for LFP #cathodes, CRU's expert analyst and consultants conducted an extensive study of the industry. Stay ahead in the landscape of #LFP production: ow.ly/9oTz50QhKkW

In response to a major #phosphates producer's interest in pricing phosphorus units for LFP #cathodes, CRU's expert analyst and consultants conducted an extensive study of the industry.

Stay ahead in the landscape of #LFP production: ow.ly/9oTz50QhKkW
Fertilizer Week (@fertilizerweek1) 's Twitter Profile Photo

Our chart of the week shows India comfortable with #urea volumes given closing stocks for 2023 60% higher than a year earlier #fertilizer

Our chart of the week shows India comfortable with #urea volumes given closing stocks for 2023 60% higher than a year earlier #fertilizer
Fertilizer Week (@fertilizerweek1) 's Twitter Profile Photo

Our chart of the week shows high #urea stocks in India, suggesting little need for a tender in the immediate future #nitrogen #fertilizer

Our chart of the week shows high #urea stocks in India, suggesting little need for a tender in the immediate future #nitrogen #fertilizer
CRU Group (@crugroup) 's Twitter Profile Photo

Our Specialty Phosphate Service enables strategic decision-making through our comprehensive data and analysis on high-grade emerging #phosphate markets. Learn more: ow.ly/BjUf50QIBLN #batterymaterials #specialtyphosphates #phosphates

Our Specialty Phosphate Service enables strategic decision-making through our comprehensive data and analysis on high-grade emerging #phosphate markets.

Learn more: ow.ly/BjUf50QIBLN

#batterymaterials #specialtyphosphates #phosphates
Fertilizer Week (@fertilizerweek1) 's Twitter Profile Photo

Rising Chinese #phosphate supply coupled with lower export offers weighed on global #DAP prices, sparking buying interest from India's importers as affordability improved. DAP prices in India declined to $509-510/t CFR, reaching the lowest since 10 August 2023 (1/3)

CRU Group (@crugroup) 's Twitter Profile Photo

Happy Intern Appreciation Week! At CRU, we are dedicating this week to our fabulous interns! Today we are celebrating the accomplishments of our former interns who have advanced in their careers within and outside of CRU. #InternAppreciationWeek #LifeAtCRU

Happy Intern Appreciation Week!

At CRU, we are dedicating this week to our fabulous interns! Today we are celebrating the accomplishments of our former interns who have advanced in their careers within and outside of CRU.

#InternAppreciationWeek #LifeAtCRU
CRU Group (@crugroup) 's Twitter Profile Photo

Strait of Hormuz is a key chokepoint — Gulf energy flows are now tightening related commodity supplies, notably #sulphur. Read CRU’s #MiddleEast sulphur analysis cited in the The Wall Street Journal article. Read more: ow.ly/Iu6850YrY6S #Fertilizer #MiddleEast #StraitOfHormuz #SupplyChain

Strait of Hormuz is a key chokepoint — Gulf energy flows are now tightening related commodity supplies, notably #sulphur. Read CRU’s #MiddleEast sulphur analysis cited in the <a href="/WSJ/">The Wall Street Journal</a> article.

Read more: ow.ly/Iu6850YrY6S

#Fertilizer #MiddleEast #StraitOfHormuz #SupplyChain
Fertilizer Week (@fertilizerweek1) 's Twitter Profile Photo

With the conflict passing two weeks, it becomes increasingly likely that still-operational #fertilizer plants will need to curtail output. Fertilizer traffic through the Strait of Hormuz is paralysed and prices for #urea, #ammonia, #sulphur and #phosphates have surged (1/3)