Bright Spots in the Fertilizer Market: Robert Winslow

Global population growth and escalating food demand underpins long-term upside for potash, phosphate and nitrogen producers, but fertilizer oligopolies may have jumped the gun last year with aggressive rates that priced farmers out of the market. As farmers expand acreage rather than boost yields in now-tired fields, grain prices have backed off recent highs. . . . → Read More: Bright Spots in the Fertilizer Market: Robert Winslow

Biggest Value for Agricultural Investors Revealed: Steve Hansen

Steve Hansen of Raymond James sees the potash market as a barbell, with a handful of large incumbent producers on one end and dozens of junior miners clustered at the other. In this exclusive interview with The Energy Report, Hansen discusses which juniors may migrate to the mid-cap arena and why current share . . . → Read More: Biggest Value for Agricultural Investors Revealed: Steve Hansen

Brazil's Biofuel Boom: Mark McHugh

Believe it or not, industry experts see biofuels accounting for up to 25% of global energy consumption by 2050. With this long-term vision in mind, Mark McHugh, president and CEO of consultancy firm CenAm Energy Partners SA, assesses the current biofuel industry from his base in Brazil, the seat of the growing industry. . . . → Read More: Brazil’s Biofuel Boom: Mark McHugh

The resource curse of land ownership

Land ownership in pre-modern India

In India, 50 or 100 years ago, land was a defining feature of wealth. The stock of land generated a flow of income. The landless were low-paid agricultural labour. The landed gentry of rural India were the kings of their heap. They had power, prestige, position, prosperity.

In the . . . → Read More: The resource curse of land ownership

Richard Kelertas: Economic Turmoil Creates Potash Values

Fertilizer companies have felt the pain of global monetary chaos, but as indicators lag, some potash equities are positioned ahead of the curve for big gains. Dundee Capital Markets Vice President and Senior Financial Analyst Richard Kelertas believes investors need to be sharpening their pencils and establishing positions. In this exclusive interview with . . . → Read More: Richard Kelertas: Economic Turmoil Creates Potash Values

Bruno del Ama: Fertilizer Is a Growing Business

It may not sparkle or shine, but fertilizer has a bright future. In this exclusive interview with The Energy Report, Bruno del Ama, CEO of Global X Funds, tells us why investors should be looking at this “growing” industry and how his company’s new global fertilizer and potash ETF (NYSE:SOIL) provides a great . . . → Read More: Bruno del Ama: Fertilizer Is a Growing Business

Interesting readings

A nice story about UIDAI, by Lydia Polgreen, in the New York Times.

A new insight into India’s north-east states: they are part of a region provisionally named Zomia. An interesting article in the Chronicle of Higher Education by Ruth Hammond. The book.

On 21 April 1956, Jawaharlal Nehru did the first convocation . . . → Read More: Interesting Readings for September 20, 2011

Charles Neivert: Fertilizer Companies with Value

The recent tumultuous downturn in stocks has created deeper values and new opportunity in the agricultural space. Dahlman Rose & Co. Managing Director Charles Neivert is a near-term bull on fertilizer companies, but the window could close and diminish prospects in the not too distant future. In this exclusive interview with The Energy . . . → Read More: Charles Neivert: Fertilizer Companies with Value

Interesting readings

The Anna Hazare silliness is depressing. Writing in the Indian Express, Shekhar Gupta has an interesting angle on why there is so much interest in this snake oil.

India’s $2 trillion economy means we have to reform faster by R. Jagannathan on FirstPost.

Meera Subramanian has a beautiful story about how Diclofenac, fed . . . → Read More: Interesting Readings for August 23, 2011

Richard Kelertas: Corn Report Pushes Potash Prices

Rising corn production acreage highlighted in the latest USDA crop report could lead to increased fertilizer demand and prices, says Richard Kelertas, a senior analyst at Dundee Securities. In this exclusive interview with The Energy Report, he points to which potash juniors could hit the market while demand is still high.

The Energy . . . → Read More: Richard Kelertas: Corn Report Pushes Potash Prices