Interesting article on "peak phosphorous": http://www.foreignpolicy.com/articles/2010/04/20/peak_phosphorus?page=0,1
Possible Implications:
- Invest behind Phosphorous miners
- Phosphorous shortage could hurt fertilizer margins OR fertilizer pass on higher costs to farmers
Fertilizer Companies
Mosaic: http://www.wikinvest.com/wiki/Mosaic
Potash: http://www.wikinvest.com/wiki/Potash_Corporation_of_Saskatchewan_%28POT%29
Agrium: http://www.wikinvest.com/wiki/Agrium_%28AGU%29
