hey lenni the germans seem worried, page-7

Len, just in case you forgot to check, the European milk mountain is gone, caput, annihilated, consumed, nothing left and was never a factor of billions of tonnes. That is why milk, skim milk powder and butterfat prices have rallied to new record highs this year. Australia has nothing either so the only country left with significant exportable capacity is New Zealand and it is fueling quite the domestic boom there. So yes we are short of agricultural products. Simply google news 'milk prices' or 'milk supplies' and you'll be with the program. I don't deny subsidies HAVE destructed local production capacity in the countries you mentioned but that is now a historic fact. Nothing left to donate to these nations because the EU is short itself. Just wait till the impact of the floods in the UK hit your supermarket shelves. And then you have drought to the east of you that has forced a major grain exporter in the Ukraine to ban all exports. Honestly Len the milk mountain is really gone.

On urea ... it is a biodegradable compound. Tends to want to volatalize back to its ammonia gas form if exposed to air. Trust me I have smelled enough ammonia gas to know this is the case. Have to be very careful in fertilizer tanks as the fumes can overwhelm you and you certainly wouldn't want to pass out in a tank full of ammonia fumes - certain death. And in soil solution it is highly soluble and hence leachable. Thats why global nitrogen use efficiency is running at 50% - a scary but true fact.

I'm aware of Hang Feng and unfortunately wasn't on board when they ran. There is a junior fertilizer discussion board at InvestorsHub.com and this is one stock that gets frequently talked about. For forestry and perennial crops it does make sense to use slow release fertilizers. However for annual crops there is nowhere in the world where slow release fertilizers are used. I actually have some slow release trials going in my sandalwood orchard this year in highly leachable soil types but these are perennial trees.

Cheers for the forestry stocks but the number one risk I see to the aspirations of timber producers is this. If you appreciate that the grain mountains are disappearing as well and food inflation is now nearing 30% around the globe, do we plant trees for timber of try to find trees that produce food (hence my interest in the Australian sandalwood - a tree that produces an oilseed). I know we need timber but as food stockpiles continue to be drawn down, food security will become a phrase that is more commonly used particularly in Asia. Good luck!