Ag stocks are sinking after Mosaic's (MOS -4.6%) weaker than expected results and conference call comments that fertilizer prices haven't risen in tandem with grain prices due to a weaker macro environment and greater supply uncertainty. Potash shipments are expected to decline in 2012 vs. 2011 before rebounding in 2013. POT -2.9%, CF -1.7%, AGU -0.4%.
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