emh hypothesis, page-15

from a profit point of view the credit crisis has done
MAK a big favour as even though the price of RP is
down the medium/long-term price of RP will be higher
than otherwise due to current supply has been reduced
and also because of credit crisis projects such as
legend will not be able to get the large funding they
require.Demand for food will still be the same regardless
of recession and therefore a short term lack of
fertlizer demand will be will have to be made up in the
future probably just as MAK is going into production
and I would expect a nice surge in prices at that
time due to the lack of supply.