Mar 25, 2019
In this second episode of the OTR Global Podcast, John O'Donoghue (Director of Equities) continues discussions with Jon Gates (Director of Energy & Materials Research) and Jarrett Harris (Director of Cyclicals Research) on the impact of a wet winter on fertilizer volumes. DowDuPont's market position and strategy in the U.S. seed market. The North & South American Farm Equipment market and the contrast in Europe. U.S. Tank Barge Market trends. Using OTR's Methodology we discuss winners and losers moving forward.