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Also, with regard to the Street Insider article about capacity reduction, the GG article discusses that and points out that the company's ability to do this and drive up prices is actually a strength:

But its leadership position isn’t just about expanding production. It also involves reducing supply if need be to maintain stable pricing. We’ve seen this in the past few months as Potash has idled production after this fall’s hiccup in the financial markets.

Jim
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