RE: RE: RE: RE: RE: RE: Not Thrilled Over What I S Peter..."propoganda" is just that....making people think what you want them to think.For the moment,China and India may be benefiting.However, think about it.The "perception" is that there is over supply.Well when 2 huge markets arent buying.....sure,you have over supply.....for now.I think Cantopex are delighted at Vale putting their potash project on hold....right in their backyard!Rumors of BHP ho humming about their potash project,again in their backyard....likely brings many a smile to the existing producers.Many potash juniors are also finding it difficault to get the billions required in financing many of these projects....sweet music to who's ears?Mission accomplished!!!End result....a continuation of the "monopolies" and boom,when China,and especially India....are "forced" into re-stocking their diminishing potash supplies....up goes the price of potash.Don't foget,they are not the only large buyers of potash.What if there is another drought in North America this year and American farmers need to buy lots of potash at the same time that the Chinese,indians,Brazilians also start to buy...BOOM.....there goes the start of another potash super cycle.
Just read the "potash experts" of a few years ago.....the world needs potash.That hasn't changed.Every commodity has cycles.I like to buy low.
Look at what Yara are doing.....i see them buying and expansion,not cutting back.
My opinion