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Streetwise Agriculture Articles



Fertilizer Industry Pins Hope on Urea Price Hike
Source: Live Mint, Pallavi Pengonda  (3/6/12)
"If prices are increased for this chemical compound, then the pricing gap between urea and non-urea fertilizers will reduce." More >


Vote OKs Continued Potash Exploration on Sask, First Nation
Source: Leader-Post, Will Chabun  (2/29/12)
"Voters on central Saskatchewan's Muskowekwan First Nation have given their OK to a historic proposal to designate lands for exploration for potash—and a possible mine." More >


Tom MacNeill

Energy Investing in Saskatchewan: Tom MacNeill
Source: Brian Sylvester of The Energy Report  (2/21/12)
Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts. More >


Jaret Anderson

What's Next for Potash Producers: Jaret Anderson
Source: Zig Lambo of The Energy Report  (2/9/12)
Major potash stocks are beginning to raise eyebrows with impressive profit margins. But as this developing market expands, industry giants will face competition from greenfield and brownfield projects in the works. In this exclusive interview with The Energy Report, Mackie Research Capital Analyst Jaret Anderson debriefs us on some fascinating development stories that are poised to change where and how the most successful potash producers operate. More >


Corey Dias

Potash's Current Calm Promises an Exciting Future: Corey Dias
Source: Brian Sylvester of The Energy Report  (1/24/12)
Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress. More >


Year in Review: Digging into Potash Stocks
Source: The Energy Report Editors  (12/29/11)
People have to eat. That seemed to be the consensus of the markets in 2011, which saw potash gaining traction as a new kind of safe haven. A resource that promises higher crop yields in a time of exploding global population growth, potash is ripe with potential profits for investors who choose carefully. The Energy Report dug deeper into this sector in 2011, interviewing analysts and industry experts who shared how to gain exposure to this growing market. More >


Karnalyte Gets Major Financing for Saskatchewan Potash Mine
Source: Kip Keen, Mineweb   (12/1/11)
"Karnalyte Resources secured what amounts to a hefty down payment in a bid to finance construction of its Wynyard potash project in Saskatchewan and become Canada's next potash producer." More >


Why the World's Biggest Miners Like Potash
Source: Richard (Rick) Mills, AheadoftheHerd  (12/1/11)
"The potash story is just starting. Unlike other resource plays, there is no cycle, demand is always going to be there and it is rising year-over-year, making potash an excellent play in what will be a long-term agricultural commodities bull market." More >


Top-Rated Energy Investing Advice Revisited
Source: The Editors, The Energy Report  (11/22/11)
'Tis the season to count our blessings. At The Energy Report, we are grateful for all the distinguished experts who share their sage advice on the oil, gas, MLP, uranium and alternative energy investing sector day in and day out. To thank you, our dedicated readers, we are sharing some of the most-read insights published here in the last year. We appreciate your support and look forward to navigating the ups and downs of the energy market together in the coming years. More >


Crop-Killing Drought to Push Food Inflation Even Higher
Source: David Zeiler, Money Morning  (11/17/11)
"'The food will be available; you're just going to pay a higher price.'" More >


Richard Kelertas

Richard Kelertas: Economic Turmoil Creates Potash Values
Source: George Mack of The Energy Report  (11/10/11)
Fertilizer companies have felt the pain of global monetary chaos, but as indicators lag, some potash equities are positioned ahead of the curve for big gains. Dundee Capital Markets Vice President and Senior Financial Analyst Richard Kelertas believes investors need to be sharpening their pencils and establishing positions. In this exclusive interview with The Energy Report, Kelertas shares his best names. More >


European Shareholders a Boon for Resource Explorers
Source: Thom Calandra, Resource Investor  (11/10/11)
"Fresh shareholders from Germany, Austria, France and Switzerland are showing up in the rosters of Canada metals and potash explorers." More >


A Potash Milestone
Source: Rick Mills, Ahead of the Herd  (11/3/11)
"Over the next fifty years, as we add another 4.5 billion people to the world's population, global demand for food will increase almost 70% if population growth predictions are correct." More >


Vikas Ranjan

Vikas Ranjan: Companies Meeting Emerging Market Demand
Source: Brian Sylvester of The Energy Report  (10/27/11)
Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it's only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive interview with The Energy Report, Vikas discusses the new Ubika Mining 30 Index and some companies ready to feed the need. More >


India Grapples with Skyrocketing Fertilizer Costs
Source: Leia Toovey, Potash Investing News  (10/13/11)
"Fertilizer costs around the world are skyrocketing, and India's struggling rupee makes necessary crop nutrients even more expensive." More >


Philip Williams: Japan's Tsunami Crisis Creates Uranium Opportunities
Source: Brian Sylvester of The Energy Report  (10/11/11)
The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. Strong fundamentals are still in play and upcoming catalysts could boost suffering uranium equities this year. In this exclusive interview with The Energy Report, Williams discusses which companies he expects will ride the updraft. More >


Historic Value in Energy Stocks
Source: Michael Vodicka, Zacks Investment Research  (10/11/11)
"Energy stocks are currently trading at historically low valuations. That provides a unique buying opportunity for anyone bullish on energy." More >


Fertilizer Stocks a Growth and Value Harvest
Source: Kevin Cook, Zacks Investment Research  (10/11/11)
"'The demand for agriculture commodities has been immune to economic downturns with lower income elasticities of demand compared to either industrial metals or energy.'" More >


Amine Bouchentouf

Amine Bouchentouf: Offshore Oil Key to Future Supplies
Source: Zig Lambo of The Energy Report  (10/6/11)
Despite the risks and unfavorable public opinion associated with offshore drilling, the truth remains that the keys to unlock the planet's vast remaining oil resources lie beneath ocean floors, in places like the Gulf of Mexico, Brazil and even the Arctic. In this exclusive interview with The Energy Report, noted commodities expert Amine Bouchentouf tells us why he likes the prospects for oil explorers and producers and how the potash business is fueling food production for a growing world. More >


Potash Mining in Kazakhstan
Source: Leia Toovey, Potash Investing News  (10/4/11)
"The search for potash sources is piquing around the globe, including in Kazakhstan, where long-known reserves remain untapped." More >


Bruno  del Ama

Bruno del Ama: Fertilizer Is a Growing Business
Source: Zig Lambo of The Energy Report  (9/27/11)
It may not sparkle or shine, but fertilizer has a bright future. In this exclusive interview with The Energy Report, Bruno del Ama, CEO of Global X Funds, tells us why investors should be looking at this "growing" industry and how his company's new global fertilizer and potash ETF (NYSE:SOIL) provides a great vehicle for profit. He also tells us why his company's gold and silver mining ETFs are poised to catch up with precious metal market performance. More >


USGS Finds Earth More Acidic
Source: UPI  (9/26/11)
"While companies in coal regions in the eastern U.S. have taken steps to improve their environmental legacy, regulations to do so in China aren't yet in place."
More >


Potash and Phosphate Q411 Outlook
Source: Leia Toovey, Potash Investing News  (9/22/11)
"The potash and phosphate markets are positioned to post a strong fourth quarter. The biggest gains were made in Q311, when producers were able to ink supply contracts." More >


More Upside Seen for Fertilizer Producers
Source: Globe and Mail, Darcy Keith  (9/21/11)
"CIBC World Markets anticipates supply constraints from the rising costs of building new capacity." More >


Saskatchewan, Potash to Lead Canada's Growth
Source: CTV Regina  (9/13/11)
"RBC Economics upgraded its growth forecast for the province to 4.3% from 3.8%, a revision based largely on increased potash demand." More >


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Notable Quotes

"BLGO's Q3/24 revenues again showed strong YOY growth."
– Richard Ryan, Oak Ridge Financial
"WEX's hole 459 showed grades as high as 75.3 g/t Au and 3,080 g/t Ag."
– Brien Lundin, Gold Newsletter (Jefferson Financial)
"SEA's KSM project is 'beyond world class.'"
– Jay Taylor, Gold, Energy & Tech Stocks

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