Fertilizer stocks have had big runs over the ast a year and a half or so, but they still represent tremendous investment. You take stocks like mosaic, and i've followed mose for almost 35 years, and i know its history very, very well. We're talking about being able to lower their cash costs significantly from here on out.
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
Download Leigh's charts: https://bit.ly/3dGIUXy
Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm
Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
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