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Some Perspective On Commodities
Yeah we know that commodities are suffering with a Strong U.S. Dollar, no China bid, oversupply… Tell me what I don’t know. The CRB is another -1.4% today with Brent (BNO, quote) -4.5%, Copper (JJC,...
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Potash Update – Adding to Position
We continue to favor fertilizer space on recovering demand – and the old adage, “you can delay but you can’t deny fertilizer applications.” Some interesting developments are taking place on the...
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Potash Fall: An Opportunity?
Potash is -4% on the open after reporting 4Q numbers that missed by a penny but more importantly were accompanied by a 2014 forecast that substantially trailed estimates. Potash Corp. (POT, quote)...
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Potash Prices On The Rise
As I tweeted yesterday (@timseymour) Potash prices are moving higher as Canpotex and Russia’s Uralkali (URALL, quote) say they won’t support potash prices below $300/t in Asia. Uralkali potash mining...
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Potash is the big story today – Russians behind it as Uralkali to end cartel
Uralkali (URALL, quote), the largest producer of potash in the world is exiting a marketing venture with Belarus’ BPC signaling that they will sell what they want, when they want at whatever price they...
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Vale suspends major potash project: Implications for all players
Brazil’s Vale (VALE, quote) never one to shy away from a chance to waste some capital, has decided to scuttle one of the major potash projects in the world. Vale headquarters, Brazil The $6billion Rio...
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Deere running in South America
John Deere (DE, quote) reported a solid beat ($1.65 vs. $1.40 consensus) in fiscal Q1 while raising its outlook on FY 2013. The agriculture and turf business is better than expected, and will continue...
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