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$AGRO Investors

Investors in Adecoagro and the agricultural commodity industry trying to make sense of the world.

26 members
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8 tweets
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# Tweet User Followers Views Ratio Engagement Posted
1
[video] Great primer on Fertilizers by @freidberg in @theallinpod (and the war’s implications for $AGRO): - 35% of the world’s fertilizers goes through the Straight of Hormuz. - China is the swing producer, with 15% of the worlds production. They just shut down exports. - At current
@LucasSacerdote_ 5.2K 18.2K 3.5x 98 Apr 5