Introduction
Population growth and the ongoing issue of global food
security have thrust the production and supply of potash into the
spotlight.
Demand for potash is set to grow. The question is, how fast and
how soon? What are investors to read into this past summer's
shake-up in the market? And what of other key players in or looking
to enter the market?
We have a growing population, an increasing focus on healthier
and more varied diets, and an escalation in meat consumption
– this means a greater production of grain for animal feed
and increased fruit and vegetable cultivation, to sustain a greater
volume of food production. Potash is seen as essential to that
growth.
The limited supply of arable land will also drive demand for
potash, particularly given that biofuels (another high-growth area)
compete directly with food production for land.
