Streetwise Agriculture Articles
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."
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Potash Prices Could Beat $650/t by End 2012
Source: Mining Weekly, Matthew Hill (8/31/11)
"As the supply-demand equation for potash continues to tighten, prices will continue to climb."
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Charles Neivert: Fertilizer Companies with Value
Source: George Mack of The Energy Report (8/30/11)
The recent tumultuous downturn in stocks has created deeper values and new opportunity in the agricultural space. Dahlman Rose & Co. Managing Director Charles Neivert is a near-term bull on fertilizer companies, but the window could close and diminish prospects in the not too distant future. In this exclusive interview with The Energy Report, Charles talks about the complex dynamics that affect the farming and fertilizer industries, and reveals his best pick for a core holding.
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A Look at Seasonal Potash Plays
Source: Financial Post, Don Vialoux (8/30/11)
"The fertilizer sector has a history of moving higher from August to December. What are prospects this year?"
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Carlos Andres: Uranium and Potash Stocks on the "Frontier"
Source: Zig Lambo of The Energy Report (8/25/11)
Operating out of Uruguay, Carlos Andres' Frontier Research Report provides a vastly different perspective. In this exclusive interview with The Energy Report, he gives us some insights on global mineral exploration and production in areas that are more "out of the way" than what we usually consider. He tells us about two very exciting companies with huge investment potential in projects located in Namibia and Ethiopia.
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Potash Continues to Have Promise
Source: Mineweb (8/25/11)
"Scotiabank Group's Patricia Mohr predicted potash prices will tighten next year 'with onward growth in world consumption in the face of only limited new mine and mill capacity expansion.'"
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Richard Kelertas: Corn Report Pushes Potash Prices
Source: JT Long of The Energy Report (8/18/11)
Rising corn production acreage highlighted in the latest USDA crop report could lead to increased fertilizer demand and prices, says Richard Kelertas, a senior analyst at Dundee Securities. In this exclusive interview with The Energy Report, he points to which potash juniors could hit the market while demand is still high.
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Phosphate Producers Poised to Benefit from Tight Grain Market
Source: Potash Investing News, Leia Toovey (8/18/11)
"As grains prices rise, so does the incentive for farmers to apply fertilizer to maximize yields. Grain prices have skyrocketed in the past year."
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Richard Kelertas: Potash Demand High Through 2013
Source: JT Long of The Energy Report (8/11/11)
Fed by rising food prices and increased fertilizer demand, potash juniors and producers could ride high for the next two-and-a-half years, says Richard Kelertas, a senior analyst at Dundee Securities. In this exclusive interview with The Energy Report, he separates the promising prospects from the companies that may not be able to get up to speed before global demand is satisfied.
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Agricultural Equities Poised to Pop
Source: Seeking Alpha, David Alton Clark (8/10/11)
"With depressed yields of major agricultural crops leading to tight inventory levels, the soft commodities bull case remains intact."
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Potash Producers Reaping Record Profits
Source: Globe and Mail, Paul Waldie (8/4/11)
"Stock markets may be shaky and North American economies sluggish, but one sector is showing no signs of slowing down—farm fertilizer."
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Bob Moriarty: Peak Oil Passed
Source: Karen Roche of The Energy Report (7/26/11)
Self-professed contrarian and 321Energy Founder Bob Moriarty expects energy and food prices to follow oil on an upward trajectory, fueling more and more turmoil, unrest and violence around the planet, including the Western world. Read on for more insights in this exclusive interview with The Energy Report.
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First Nations Chiefs Call for Meeting with Province over Potash
Source: CTV Saskatoon (7/26/11)
"Leaders with Saskatchewan First Nations are calling for a summit to discuss Aboriginal treaty rights, which they claim have been violated."
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End of Potash Import Ban Good News for EU Farmers
Source: EuroActiv, John Scollay (7/20/11)
"The potash market has changed beyond recognition since the EU's anti-dumping measures were put in force."
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China Threatens Russia Bid for Potash Control
Source: Bloomberg, Henry Meyer and Ilya Khrennikov (7/11/11)
"China may thwart Russian efforts to control half the potash market as Belarus sells its assets to stave off a deepening economic crisis."
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Potash Mining Controversies
Source: Resource Investing News, Leia Toovey (7/7/11)
"Potash mining is abuzz with environmental, political and financial controversy."
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Rick Mills: Which Stocks Will Win Race to Feed a Power-Hungry World?
Source: Brian Sylvester of The Energy Report (6/28/11)
Uranium and potash prices seem to be inversely correlated lately: As potash prices reach their highest levels, uranium prices have suffered. But Richard (Rick) Mills, host of Ahead of the Herd online and editor of the Ahead of the Herd newsletter, believes the prospects for both industries are bright. In this exclusive interview with The Energy Report, Rick explains why the U.S.' commitment to nuclear power and even biofuels is helping to propel both markets.
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Goldman Raises Potash Price Forecast
Source: NASDAQ (6/28/11)
"Goldman Sachs raises potash price forecast by 6%–9% through 2012."
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Sean Brodrick: Potash Producers Benefit from Fertilizer Demand
Source: Jim Patrick of The Energy Report (6/23/11)
Domestic demand for fertilizer is good news for small, U.S. potash producers. In this exclusive interview with The Energy Report, Weiss Research Natural Resources Analyst Sean Brodrick explains the international market forces behind agriculture-related stocks and points to the companies that could benefit in the long term.
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New Potash Czar in the Making
Source: Edmonton Journal, David Marples (6/20/11)
"Russian tycoon Suleiman Kerimov is about to challenge PotashCorp's hegemony as the world's largest potash producer."
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Pentagon Presents Its First Energy Plan
Source: The Wall Street Journal, Keith Johnson (6/15/11)
"Plan aims to benefit both the battlefield and budget-conscious DC."
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Jaret Anderson: Potash Developers Blaze Trail to Brazil
Source: George Mack of The Energy Report (6/9/11)
"Brazil offers an ideal environment for potash developers," says Salman Partners Analyst Jaret Anderson. In this Energy Report exclusive, Jaret explains how its robust ag sector, favorable government and excellent infrastructure have driven several very attractive potash projects.
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Russian Billionaire to Create World's #1 Potash Co.?
Source: RIA Novosti (6/9/11)
"Kerimov may buy 50% stake in Belaruskali, creating largest global producer."
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Betting on the Farm with ETFs
Source: NASDAQ, Paul Baiocchi (6/6/11)
"For investors, the time is now and potash ETF choices have never been greater."
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Fertilizer Makers Gain on Analyst Optimism
Source: Associated Press (6/1/11)
"Analysts see a further strengthening of the agriculture industry and strong crop prices."
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