From the category archives:

agriculture

“Saudi Arabia isn’t just running out of oil — it’s running out of water.  So is the whole region.”  So explains Jeff Rubin in his latest book, Why Your World Is About To Get A Whole Lot Smaller (2009) (read my review of Jeff Rubin here).
If you thought it was bad enough to see the [...]

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NB: As you can imagine from watching a film like Food, Inc., it can be hard to separate the emotion and just report “calmly” on the plain facts presented by the film.  Originally I wrote this the same day I saw it, but I’ve since gone back and edited it to try to tone down [...]

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If you thought maybe you had missed the potash boom, or if you had thought Potash Corp. was expensive at $180/share, it’s worth taking another look. According to research at Canaccord Adams, Potash Corporation of Saskatchewan is still well-set to yet again double its market cap! Keith Carpenter actually gives POT a [...]

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There’s a new potash player on the scene. (The whole Canadian potash scene is starting to remind me of the old gold rush!)
Raytec Metals Corp. (TSXV: RAY) recently (back on July 15, 2008) received its first exploration permit on its potash claim in Saskatchewan (that’s where most of the world’s potash is), a province [...]

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I’d forgotten about the Migao Corporation (TSX: MGO) several posts back when I wrote about junior Canadian potash plays (see related posts, below).
Migao was once (prior to 2006) a private, wholly-Chinese owned company, but then became a Canadian, China-based company traded on the Toronto Stock Exchange in May 2006. It has offices in Toronto [...]

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We’ve all heard about how important it is to be invested in the BRIC countries, but how many of your BRIC investments are direct-ownership?  You probably own through some middle-man that collects fees along the way, like the mutual funds and ETFs do.  Besides, not all the BRIC countries are equal when it comes to [...]

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Everyone knows that the Potash Corporation of Saskatchewan is the world’s biggest producer of potash, by far (almost twice as much production as its closest peer), and that Canada overall has larger stores of potential potash than any other country.  But there are other potash producers in Canada.  Mosaic, for one, is another large producer.  [...]

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