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Dmitry Silverstein

Senior Research Analyst at Water Tower Research

Dmitry Silversteyn is a Senior Research Analyst at Water Tower Research, specializing in coverage of companies in the metals, mining, and agritech sectors. He covers public companies including TMC The Metals Company and Hydrofarm Holdings Group, and is recognized for his detailed analyst questions on quarterly earnings calls. Silversteyn joined Water Tower Research with prior experience as a sell-side analyst and brings deep industry knowledge, although specific quantitative performance metrics and prior firm affiliations are not publicly documented. He is believed to hold relevant professional credentials and securities licenses required for research analyst roles at registered investment advisory firms.

Dmitry Silverstein's questions to CF Industries Holdings (CF) leadership

Dmitry Silverstein's questions to CF Industries Holdings (CF) leadership • Q3 2024

Question

Dmitry Silverstein of Water Tower Research asked for the near-term pricing outlook heading into 2025 and inquired about the impact of logistical challenges like port strikes or low river levels.

Answer

EVP Bert Frost stated that the pricing environment remains positive heading into the first half of 2025, driven by tight global supply. EVP & COO Christopher Bohn noted that while general logistics inflation is a factor, the company has successfully mitigated specific disruptions like strikes and low water levels with minimal financial impact, thanks to its multimodal transportation flexibility, especially at the Donaldsonville complex.

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