farmers can't meet demand as corn stocks drop

http://www.bloomberg.com/news/2011-02-22/corn-stockpiles-falling-to-1974-lows-as-farmers-fail-to-meet-demand-growth.html

"More cash for growers means more spending on farm supplies and equipment.

In the past month, Jeffrey J. Zekauskas, an analyst at JPMorgan Chase & Co. in New York, has raised his price targets for shares of Canadian fertilizer makers Agrium Inc., based in Calgary, and Potash Corp. of Saskatchewan Inc., based in Saskatoon. Analysts at Jefferies & Co. recommended this month that investors buy farm-equipment makers Deere & Co., based in Moline, Illinois, and Agco Corp., based in Duluth, Georgia, as well as crop-chemical and seed maker DuPont Co., based in Wilmington, Delaware."