Canada has almost as much proven reserves of potash as russia and bellaruse combined. That means they could withhold supply. One of the greatest experiments in trying to restrict traditional commercial fertilizer application is whats whas taking place in shilanka in the last couple of years. The impact on cropls was almost immediate and catastrophic.
MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV
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Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm
Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
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