IMO if Trump gets in and RKJr has the influence for the environment. Then surely that's going to benefit the demand of potash over using Urea or phosphate ?
I don't find the forecast your posted inaccurate as we'd all be aware how much land around the globe is cleared for farming and housing.
Shell forecasted that the demand on fossil fuels would grow 50% each decade at current rates (pre Covid) I found it hard to fathom, still do. I don't doubt it either.
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