... and another. These guys reckon there will be a stampede when...

... and another. These guys reckon there will be a stampede when the food crisis hits next year.



"We expect that one of the catalysts of increased fertilizer demand will be
supportive crop prices coming into the spring season. With lower yields in
many parts of the world putting pressure on global grain supplies, and frost
and poor weather negatively impacting the US harvest, we believe that crop
prices are likely to remain well above historical levels through the fall and
winter. The return of other major markets in advance of their spring planting
seasons and settlement of a potash contract in China should also give buyers
the motivation to begin rebuilding potash inventories. We are not far removed
from the potash shortages that had customers on allocation through much of
2007 and 2008. As a result, we may see buyers move quickly when the process of
restocking begins."