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Fertilizer Bulls Are Ignoring Planting Cycles

Visaman, I disagree. The author clearly notes that the thesis of fertilizer bulls revolves around two prongs, "surging world demand" and "the recent flooding in the Midwest". He agrees with the former prong and then clearly and conscioulsy devotes his piece to offering insight into the latter. The Midwest flooding is a short term event here in the US. What does the World Market in the short term have to do with it perhaps being too late to replant corn (other than enticing a farmer to push the risk due to higher reward)? Other commenters added valuable insight (such as, Duh! They can plant other crops later than corn).

Fertilizer Bulls Are Ignoring Planting Cycles

Linda, read the posts before commenting. See mine above, before you posted. Your criticism is off base.

Micheal, it seems as if your tidbit is vital - it's too late for corn, but you can still plant another crop.

Fertilizer Bulls Are Ignoring Planting Cycles

The author clearly notes that the thesis of fertilizer bulls revolves around two prongs, "surging world demand" and "the recent flooding in the Midwest". He explains their reasoning about flooding: “fertilizer bulls have argued that the flooding will act as a catalyst" as farmers replant. He specifically notes that he agrees with the bulls about one prong: "I have no doubt that the long-term thesis for fertilizer stocks is correct", before clearly zeroing in on just the flooding prong: "short term I believe that the fertilizer bulls are mistaken, as ...it is simply too late for farmers to replant in an economic manner." He goes on to do a good job substantiating his opinion. I don't think he could have been much clearer.