RE:RE:I'm often a bit early when bottom fishing, but . . . Agreed, BHP Jansen mine not likely to drive prices down ...worry provides some opportunity here.
"Global potash demand by 2030 is likely to be more than sufficient to absorb additional supply from Jansen, said Morningstar analyst Seth Goldstein, as farmers in Asia use more of the crop nutrient."
“Potash has one of the best demand outlooks of any fertiliser out there,” Goldstein said.