Last year there was a general expectation that the Russia-Ukraine war will cause an undersupply situation in the fertilizer market, but then the Canadians sent increasing quantities and the price fell 33%. After a good year 2022, the potash stocks are in the "Strong-Sell" category. This market is cyclical, and I am waiting out this bad season without doing anything. Pic.: Potash mine.
No comments:
Post a Comment