Related ArticleThe first is population growth. In 2008 there were 6.5 billion people with 3 billion in cities. In 2030, she estimated the world's population would grow to 8 billion with 5 billion in cities. For this reason she likes fertilizer, specifically phosphate and potash. We are just beginning to see she is right. Phosphate is a specialty of CF Industries (
CF), and the company has had a very nice run over the past few months. Potash has also done well
, specifically those that produce potash used in higher end fruits such as (SQM) and (CMP). Other potash companies to consider are Potash (
POT), Intrepid Potash (
IPI), Mosaic (
MOS), Agrium (
AGU), and Terra Nitrogen (
TNH). Currently momentum seems to be with CF and SQM.
https://seekingalpha.com/article/245634-3-commodities-that-will-shine-in-2011-fertilizer-lithium-and-uranium?source=article_lb_author_2_sc115