If you get a chance read these slides on a recent Potash Corp company presentation. The potash price is set to continue to climb, and Potash Corp customers are on allocation even now.
http://www.potashcorp.com/media/pdf/investor_relations/speeches/PotashCorp_BMO_08_slideshow.pdf
Fertecon is saying DAP (Phosphate) prices will hit $1600p/t next year, and MOP should beat that, if you believe what Potash Corp is saying. Note, PT has only factored in USD$550 per tonne in the May ADY presentation.
No wonder BHP is getting into Potash.
Potash could concievably challenge Lithium's earnings for ADY/RLL. At full production ADY estimates Potash at around 80,000 k/tonne per annum. No wonder they are focusing on producing more of the stuff.
If you get a chance read these slides on a recent Potash Corp...
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