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deutsche bank view on phosphates

  1. Maligold
    668 Posts.
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    14/05/08
    10:21
    Post #: 3710251
    DB Fertilizer call with Fertecon consultants.

    Conclusions were:

    1) A boom - but price rises will slow

    2) As long as crop prices remain high - which it looks they will - it will support high fertilizer prices.

    3) There are barriers to entry in phosphates and potash which will limit new supply development.

    4) Prices will turn down from 2012 but will remain well above historical levels.

    AEV Price at posting: 0.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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