Posted 8/19/2010 09:09 (#1322147 - in reply to #1320550) Subject: Re: BHP takeover of Potash Corp?
In 2008, they learned that farmers will go without their product if the price gets too high. The interest in quarterly profits prevents them from holding supply off the market for too long. For sure consolidation is a concern, but demand is price elastic in the short term.
BHP takeover of Potash Corp?
