thinking ahead

Potash Arena Shrinking After BHP's Acquisition of Anglo Potash

I am very interested in this area, but admit to near total ignorance. I looked at the large fertilizer names and settled on MOS. My reasoning was that the potash field is a little crowded and Mosaic gets about half of its revenues from phophate (?) fertilizer and the other half from potash. On the MOS call they said they were very excited about prospects for both, but that the phosphate side had less competition. Any thoughts/counterpoint for me? This message just about exhausts my own knowledge of the subject, and web resources seem at assume readers have chemical engineering degrees.