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Hi Nathan, yes, the cheap natural gas boon for US/Canadian nitrogen fertilizer companies is an interesting angle. I expect natural gas prices to gradually rise (and with it PDS's share price), though I expect we should still have a significant advantage over most of Europe and Asia for many years in this regard.

Nevertheless, nitrogen, of course, is wildly abundant on earth (particularly in our atmosphere), so it seems to just be a matter of cost, while viable sources of phosphorous and potassium are much more constrained and I think will run out (though likely not for quite a few decades). In any case, it's interesting to ponder the short-, mid- and long-term cost/supply dynamics of nitrogen, potassium and phosphorous, all of which appear to inevitably be in higher demand with increasing food-supply pressures, particularly if you throw in potential agricultural disruptions due to climate change (not encouraging, though good to prepare for).

I suspect I am not the only one looking for other agriculture-related options now that Yongye's days appear numbered (probably going private, though who knows).
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