| Growing food is more about math and science than you might believe. That's why increasing meat consumption in China has such vast implications for the world. A little simple math shows that companies like Potash and Mosaic are in the right business to take advantage of this Chinese trend, so long as the fertilizer industry is careful about supply and demand.
An example of China's impact: If you want to see how big Chinese demand for key materials can be, look no further than the coal industry. Between 2000 and 2012, China's use of coal increased from 1.5 billion tons to roughly 4 billion tons. Industrialization, economic development, and urbanization all backstopped that increase. That 2.5 billion tons, however, turned the coal market on its head, with rising prices drawing in new producers that eventually flooded the market with supply...............................................Full Article: Source
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