Jim Rogers is very vocal with his call on Agriculture: Gold is a great store of wealth, Lithium and REE are the basis for the Energy Transition to the post carbon economy, but ability to feed nations in the inflation environment will separate the stable societies and the fallen states.
With rising Oil prices production will be more and more local and food production will be affected the most. China and India are already the largest markets for fertilizers due to the depleted soils and constant battle with the deserts claiming new areas in China.
We will start our research into the Agriculture markets with the Potash story today.