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  • The Real Reasons Fertilizer Stocks Are In the Dirt [View article]
    Ther's a really a' propos article in Atlantic Magazine, Sept. 2008, pp 28-29, with nice, easy to understand graphics, that shows the rise in food prices and the relatively increasing shortages in supply, since 1980.

    And, recently, there was an article here on SA about the decreases of arable and agricultural land, coupled with a relatively obscure note: it takes about 2 bushels of soil (lost to farmers, because of erosion and contamination) each year per bushel of wheat produced.

    The UN World Food price index has risen from <100, in Jan. 2000 to above 210, in April, 2008.

    Regardless of the equity pricing of fertilizer producers (why Terra Nitrogen's vault and fall wasn't included, is a mystery), the world is entering a period of increasing needs for basic neccessities: food, irrigation and drinking water, and the infrastructure to provide them.

    The current world-wide credit seizure will make this much worse.
    here is the link
    www.theatlantic.com/do...
    Oct 04 21:32 pm |Rating: 0 0 |Link to Comment
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