Surge Grow
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POWER STRIP SURGE GROW LIGHT TIMER 8 OUTLET 15 AMP 24 H |  |
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US $28.90 | 20d 1h 4m |
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120V Power Strip w 8 Outlet Surge Protector Mechanical Timer Hydroponic HPS Grow | |
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US $27.35 | 11d 10h 22m |
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Surge Grow
An ABC poll shows that 65-70% of Iraqis say that conditions have grown worse since the surge which is...?
in conflict with with the claims by bush that the surge is going well.
Given the times these past 7 years where bush has made countless claims in conflict with the information coming from the reality-based world -- claims which invariably have been proven wrong -- why should anyone believe bush now when he says that the surge is having a positive effect?
You answered your own question........ABC Poll .........#######
DJ Surge-N's Jukebox: What's to come...
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|
POWER STRIP SURGE GROW LIGHT TIMER 8 OUTLET 15 AMP 24 H | |
|
US $28.90 | 20d 1h 4m |
|
120V Power Strip w 8 Outlet Surge Protector Mechanical Timer Hydroponic HPS Grow | |
|
US $27.35 | 11d 10h 22m |
| Powered by phpBay Pro |
| Account limit of 2052 requests per hour exceeded. |
Is phosphate fertilizer proportionately less used in a recession?
When I look at stocks like Mosaic (MOS) and Potash (POT), it seems that MOS is down substantially more from its summer highs than competing companies.
I don't know much about fertilizers. Why does the sinking economy affect one type more than another? Which is most likely to surge, come next year's growing season?
Are natural fertilizer prices inversely related to the price of petroleum? Does $40/gal oil mean disaster for companies like MOS and POT?
This is not an easy field. Nitrogen has a large input cost from natural gas, so reduced gas prices cut the cost of production significantly. . Potash is different since it is mined. Demand for all of them can drop for alot of reasons, first being that farmers will not pay more for ferts when the selling price of their crop is depressed in a recession. Lack of credit in the farm sector has not even been discussed by the political nitwits in Washington yet, and by the time they figure out what a crisis it will be, the planting season in the USA will be past. WIth grain crop inventories at multi-decade lows, I truly expect record crop prices in the next year as reduced planting works its way thru the system. Add in any kind of bad weather, and it will get ugly, as in global famine.
Now Potash is underutilized relative to Nitrogen and phos, so you can make a case that demand could go up for Pot even if crop plantings go down. This is one reason why Pot prices have held up much better than N or P. Also, potash requires a multi-year capex to bring on new capacity, and some of that expansion has been delayed due to the credit crisis.
They all are getting sold off together for teh most part, so opportunities may be there. The market s waiting to see what the spring contract negotiations bring for ferts, especially potash. Watch for the price China agrees to pay to POT as a leading indicator.
