
After posting the charts on fertilizer price etc. the other day, this Amber Waves story drew my interest
My "takeaways" from the chart are the tiny inventory and what looks to be a actual reduction in supply overall. The dropping US production and the resulting dependence on imports is glaringly illustrated on the chart.
The posted articles statement that world consumption growing by 14% in the past 5 or 6 yrs is going to push prices further. And that will put further pressure on the US import situation