Have a read of the latest report, phosphates are entering dangerous times and I hope the folks on here are not too over-exposed in the sector:
http://www.fertilizerworks.com/html/market/TheMarket.pdf
MAK has a great resource, but means nothing if RP goes under 100 (which there is a chance you must say). If the DAP plants are moth-balled then imagine all the Rock Phosphate sitting around looking for a home.
do not be too overexposed
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