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  • Michael Bryant
    So, more farmland should be planted for crops to feed the growing human population. That will take more fertilizer. Buy TNH, CF, RNF, & UAN.
    8/27/12
    Reply (5)
    • TruffelPig: This industry is mega cyclical - I agree in general though. Also low nat gas price is great for urea production.
      8/27/12
    • TruffelPig: But one good crop and you will see those prices coming crashing down. Crop prices down, fertilizers down.
      8/27/12
    • TruffelPig: Phosphate will be critical as that one is a natural product only found in few places (Marocco) - that will put the damper in eventually.
      8/27/12
    • TruffelPig: Biofuel etc. etc. = the big phosphate question!
      8/27/12
    • Michael Bryant: Also think about the rate of erosion of cropland. We may have no choice, but to use fertilizer or taking in lab-grown crops.
      8/28/12
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