TraderMark

The Google of Fertilizer: Potash Corp.

Hi Thomas,

Not unless China annexes Thailand.

See this:
www.commonlanguageproj...

I don't think $2 billion to open a mine is low barriers to entry. Also make a distinction between natural resources and non natural resources. i.e. China cannot product crude, cannot produce gold, cannot produce minerals, etc. They can produce steal, or eventually wheat/corn (although their natural geography is not as condusive to agriculture as a whole as the US or Russia for example) - so the short answer is no - its a finite resource. Remember 'fertilizer' has multiple inputs, nitrogen, phosophorous, etc.

And it's actually not my headline, Seeking Alpha has editorial control :) They have some good headline writers - my blog entry was titled "Strength Today: Potash" but my opening line was that Potash is the Google of fertilizer ;)

"www.fundmymutualfund.c...