Interesting video on the growing fertilizer crises. The price of Potash and other American fertilizer companies I wouldn't touch. Valuations are very high but there are others in the world that are interesting.
One key point in this video is that the MC has risen dramatically. Even if we are in a "bubble" (I don't think we are yet) the new equilibrium price is much higher than it was 4 years ago.
http://video.on.nytimes.com/?fr_story=cfe8c323fe6af64c262debb59e6c979e08b32bb8
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