Globel E

Agrochemical Sector a Bright Spot in Slowing Global Economy

Ah so--- nicely stated - timely, short, and accurate. Unfortunately, that S&P is the same S&P that is being exposed (on-going Congressional hearings) as about as trustworthy as the average snake.

Like many others, I had taken some comfort in such facts as this article offers UNTIL it became clear that this is what S&P suggests. Now, it must be suspect. Were they, politely and quietly, to go out of business, that might improve the capacity of anyone interested in the market to trust the wisdom of "experts". If anyone can take comfort in the opinion of an old, retired, (state university, ag. school) professor. this article offers very reasonable bases for long term, legitimate, strength in fertilizer stocks. In cost/benefit terms adding fertilizer adds considerable relative value. The demand increase resulting from inevitable population growth and from the newly acquired taste for, especially, animal proteins, guarantees increased use of N, P and K fertilizers.

In addition potash-related stocks (think - guano) gain strength from the difficulty of developing new commercial sources and nitrogen-related stocks gain from the absolute requirement for high nitrogen Inputs (think - amino acids all include N) in any food chain leading to animal protein.

Thanks to the contributor, we could all use some positive information today!