i don't feel my 'head is stuck' anywhere.. I will watch closely however, and it's yet to be seen how the 'value' over-rides the 'price'.
there has been no information which should lead anyone to think that these issues will be tackled. And whether you feel that my 'head is stuck' or not, it's a real issue.
Please don't take offense to that, it happens to all of us, probably a lot more than we realize. For the sake of simplicity, let's just take the URO at face value: 1 URO = 1 MT of urea fertilizer. The "value" in terms of product, is fixed. The price of the URO is then driven by the demand for product, coupled with its usefulness in facilitating commerce therein. Assuming again, the URO's utility, its only true value will be relevant to that. Even if some monstrous whale were to hoard a massive amount of URO and demand the equivalent of $2000 each for them, he couldn't get it, because people would find a more economical way to obtain urea fertilizer. Likewise if all the speculative traders got together and agreed that they'd offer no more than the equivalent of $100 per URO, they'd be left out in the cold too, because people who found URO useful for buying product would offer much closer to the market value of 1 MT of urea fertilizer.