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Old 11-15-2013, 10:25 AM   #21
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Remember, as long as there is natural gas, there will be ammonia-based fertilizers produced. And North America is flush with gas. Forecast is excess supply of N fertilizer by 2016.
Aye. But ammonia is the N in NPK. Phosphorus and potassium do not come out of a gas well. There are many places where natural gas is 'free'--no cost to the manufacturer. AFAIK, phosphorus is more widely spread than potassium. If I were looking for a corner, I would look at potassium. (But the corner has already happened.)

I was sort of in the N and P and K business in a peripheral way for years. I turned down an opportunity to work in Saskatchewan in potash a couple of years ago. The winters are better in Baku.
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Old 11-19-2013, 01:17 PM   #22
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I thought the US Congress was the world's largest producer of natural fertilizer.
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Old 11-19-2013, 05:01 PM   #23
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I thought the US Congress was the world's largest producer of natural fertilizer.
Maybe - but I gotta tell you, that puppy puts out a lot
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Old 11-28-2013, 10:48 PM   #24
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I bought POT.TO when the cartel broke up and it dropped. It has gone up 7% since then. I believe that the Cartel will reform but prices may not go as high. As they were.
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Old 11-28-2013, 10:50 PM   #25
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Maybe - but I gotta tell you, that puppy puts out a lot
Green BS will kill any crop you put it on. They are killing everything else so it fits.
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