Food production... phosphate and potash

There is no substitute for N, P and K in a balanced fertilizer. N is made out of atmosphere by subjecting it to high pressure and sold as nitrates or ammonium compounds. There is no need to mine guano anymore.

But potash and phosphate? You just have to dig to get them. In the recent past, I have read at least 2 articles, highlighting the fact that China (and India) has to feed more meat (and grains) to its expanding middle class. But there is limited arable land. So to get the maximum, you need supplements for the crops. Or you come to Australia and buy up the farms. Australia is el cheapo!

My potash stocks (except GMM which drilled and found nothing) have done miracles in spite of the fact that they have fallen in value. My phosphate stocks haven't all done well. But that is a matter of time. When the Chinese starts to takeover these stocks, that is when the general market will wake up again. I was awoken when BHP made a bid for Potash Corp.

BHP also made a successful bid to takeover a shale gas company in the USA. Well, I was ahead there! But not all shale gas explorers/producers are in the green zone. Some were bought before GFC and showing big losses.