Fertilizer stocks have been strong the last 2 nights Russia and Belarus account for over 40% of the worlds fertilizer supplies so any sanctions on their key exports by the West would cause a potential supply crunch http://blogs.wsj.com/moneybeat/2014/03/03/fertilizer-stocks-boosted-by-ukraine-crisis/Might be the start of a sector run like we saw in Gold but on a much lesser scale maybe more like what we saw in Uranium again maybe smaller scaleRWD RUM come to mind as favourite Aust Fertiliser stocks