RE:Brazil Fertilizer Lobby pledges $4 billion to reduce importsThe Brazilian Govt is also onside with this initiative to make Brazil more self sufficient in its fertilizer needs .
As it stands right now, Brazil is very vulnerable to shocks in the external sources of potash / fertilizer on which its national security depends.
Its trade balance and currency would also be great winners .
It would seem that there are no issues obstructing this transition to equivalent sourced Brazilian fertilizers other than farmers ignorance of what those sources are, their costs and their benefits not only to their soil husbandry but to generic environmental mitigation .
Their are many options to over come this reticent ignorance including surcharge on imported potash , temporary subsidy for Brazil sourced fertilizers, massive Advertizing and educational programs including potential sources of new revenue from carbon capture etc.
With the required product to meet the needs, and now with a world class COM , we are well positioned
to benefit from these transition initiatives .
Its no slam dunk but the upside here on progressive success is demonstrably so huge as to take the risk..AIMHO