17.12.2008 - Potash: The contrarian commodity
From Resourceinvestor.com: Among the commodities, there’s a tacit recognition that bulk minerals like potash are different from metals and fuels. Indeed, one could say that, with lower cost agricultural inputs (steel, copper etc. for machinery and oil for fuel), farmers’ margins are somewhat enhanced by the world financial-sector downturn. So they can more readily afford greater outlays for fertiliser to enhance crop yields..... Full Article: Source