As per news article BASF is stopping ammonia, caprolactam, and toluene diisocyanate production at its site in Ludwigshafen, Germany, PERMANENTLY
with this can we see upside in GSFC and other Indian fertiliser companies ?
Due to uncertain monsoon and El nino probability, India may witness monsoon deficit, I think market is waiting for this event to take place with sowing starting this month end onwards…
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