Fear

Canpotex Port Expansion Is yet Another Catalyst for Fertilizer

IPI will be reporting earnings 10:00 a.m. MT. Like you said in the article it would cost about 2 billion to open a new mine and take years. Yet IPI has 5 mines and is worth 3.5 billion. IPI only supply's 5 percent to the U.S. The U.S. imports 85 percent of it's Potash and the price is closing in on 1000 pnt by Dec estimates. A handful of companys supply over 135 countries with Potash. The dry bulk sector is book with BHP/RTP/ and RIO with Iron/cement/coal/coppe... to China and India and this comodity business has just started. 15 years of good times ahead makes IPI/AGU/POT/MOS/MON perfect buys for now and the long term future.