Dünger

Halbjahresbericht der FAO (UN-Org. für Lebensmittel und Landwirtschaft):

Record harvest but troubles loom ahead - Financial crisis will hurt agricultural markets

Preise für Dünger und Saatgut steigen ... Produzenten haben zunehmend Schwierigkeiten an Kredite zu kommen ... Nahrungsmittelversorgung in Nicht-Industrieländern gefährdet?

[Blockierte Grafik: http://www.rifpd.org/World_Population_Growth/World_Population_Growth_Small.jpg]

[Blockierte Grafik: http://www.sustainablescale.org/images/uploaded/Population/World%20Population%20Growth%20to%202050.JPG]

[Blockierte Grafik: http://www.fas.usda.gov/info/agexporter/1998/February%201998/Febpm.gif]

Zitat

Let me rephrase that; the rest
of us are not content, but realize that its a waste of time selling at
this level. Other than TEL believers and a few gamblers, not many are
prepared to eat the loss here. They probably did that back in the 20's
or 30's cent range. Wont be any tax loss selling this year
either>>>>>>>>nobody has the gains! Sell
commodities? Yes, some but not all commodities are created equal.
Base metals suck for sure. Energy commodities are getting hammered,
and will likely get even more hammered, but historically bounce fast
and furious and out of the blue. You think those Saudis are gonna let
their profits go to dust? They turn off the taps at OPEC and were all
f ck d. They did it before and can do it again.

Potash inventories
are at an all time low while corn wheat and soy are all hitting 12+
month lows. low price of crops + high fertilizer costs only means
fertilizer prices may come down marginally in the short term. However,
with no new production coming onstream until 2011 (still needs to be
revised after this meldown), likley 2014/15+, and the severe global
food shortage (plus starvation, and nations hoarding grain & food)
which will be magnified by farmers planting less corn, soy, and wheat
in next years planting season what you have is a recipe for fertilizer
stocks to explode upwards as the most sought after commodity on the
planet. You can turn down the heat, you can drive less, you can switch
to energy efficient lightbulbs but you cant stop eating.

These bs
analysts at merril call for a downgrade on thursday (called CYA - Cover
Your Arse) and then we see upgrades to outperform and overweight on
Monday? Sounds like some BS analysts at merrill trying to save their
job now that theyve been bought out. These morons are the same guys
that had 300+ targets 2 months ago before merril colapsed. Guess
what? The only thing that has changed significantly is who signs their
paycheck. Now that they are not reporting to investment bankers but
holding banks, they sing a completely different tune. Guys like that
have no credibility, and in my opinion should be thrown in jail.
Anways, long rant, I know but lets get real
guys>>>>>>>>>its harvest season, the
TRADITIONAL SLOW time of year for Fertilizer companies and agricultural
commodities, financial mess or not. It may take some time to figure
this mess out but at the end of the day, people are still multiplying
(currently 6.6 billion growing to 9.1 billion by 2050 - a 40%
increase) . The only way to really stop the bull is to wipe out China
and India, or convince them that going back to bicycles, forgetting
about meat, and wiping out a large % of their population. If you
really think that the combined 2.4 billion people in China and India
are going to let the financial mistakes of a few people on wallstreet
backed by 302 million Americans allow their contries move to the 21st
century to be interupted, than sell every commodity you own.

Finally,
the easiest way to manage your emotions these days is to ask yourself,
"Do I think China and India will grow economically bigger 5 years from
now?". If the answer is yes, forget the noise in the media.
Everyone's a so-called expert now, especially the bears (who, by the
way, have been bears for the last 7 year bull market)!

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