legmaker

The Real Reasons Fertilizer Stocks Are In the Dirt

Excellent article, I have enjoyed your writings. One question with respect to potash. Your price quote with respect to potash seems to be in regards to muriate of potash, what about pricing with respect to sulfate of potash. Little is said about this smaller subsection, but crops this is used on are generally more profitable, ten time revenue in some cases. Should SOP hold up well in this environment as it is a much smaller portion of overall costs?

The Agriculture Bull Keeps Getting Stronger

Excellent overview of the industry.