Potash Interviews

Andrea Rubakovic: Will Development Pitfalls Create a Global Potash Shortage?

Here's the story on potash according to Salman Partners Analyst Andrea Rubakovic: The major players are planning for long-term demand by developing brownfield projects, but they're running into hurdles. Meanwhile, juniors are having trouble financing greenfield projects. Does this mean we're in for a global supply pinch? If so, who could be positioned to profit? Read what Rubakovic has to say in her interview with The Energy Report. - 04/23/2013

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. That's why Robert Winslow, agriculture research analyst and director at National Bank Financial, is picking his stocks with care. In this interview with The Energy Report, he shares where he sees strengths and weaknesses in the industry and names some interesting contrarian plays. - 01/15/2013

Porter Stansberry: End the Ban on US Oil Exports

Porter Stansberry doesn't mince words. Politicians? Scumbags. People in general? Lazy. Laws against oil exports? Disastrous. In this interview with The Energy Report, the Stansberry & Associates Investment Research founder argues that oil exports could usher in an era of unprecedented prosperity, if legislation would only allow it. However, he says there's no holding back U.S. energy wealth; the profits will sprout up in oil- and gas-related industries like fertilizer, petrochemicals and shipping. Find out where Stansberry is putting his money. This time, it's not on E&Ps. - 12/13/2012

Why the Pros Bet Contrarian: Sprott Execs Bambrough and Dimitriadis

When oil was in the limelight, Sprott's Bambrough and Dimitriadis went for wallflower companies in beaten-down sectors. Since 2007, the pair has seen striking highs and lows in natural gas, coal and potash and invested accordingly, infusing companies with much-needed capital and creating startling profits during sector upswings. Read on to benefit from the wisdom these two successful fund managers share in this Energy Report interview and find out where the duo is looking next for major growth. - 12/11/2012

Dennis Dishes the Dirt on Fertilizer Stocks

Dundee Capital Markets is building out its fertilizer and agriculture platform and sees good reason for investors to do the same. Yields from the big names in the space are driving investor interest, according to Carolyn Dennis, vice president and senior equities analyst, while exposure to the bigger names in potash can be a good defensive move. Juniors, on the other hand, have a harder row to hoe. Read more in this exclusive Energy Report interview. - 11/01/2012

Stop Gambling and Find Stable Profits in Energy Investment: Sid Rajeev

Are junior resource stocks the investment equivalent of a game of blackjack? It depends on the investor as much as it does on the company. Sid Rajeev of Fundamental Research Corp. has come to expect stability from his picks. How? By using fair-value metrics and a longer-term timeline. In this exclusive interview with The Energy Report, learn how this pragmatic analyst plays a speculative market for reliable returns. - 10/30/2012

Bob Moriarty: Finding Massively Undervalued Energy Stocks in Today's Irrational Market

Bob Moriarty knows his own mind, and his frank, no-nonsense commentary has won him a large following of devoted fans—not to mention a track record of outstanding returns on investment. In this exclusive interview with The Energy Report, the irreverent, irrepressible 321energy.com founder shares his take on energy markets. Although he describes today's markets as the most irrational he's ever witnessed, he asserts that energy stocks—many of them massively undervalued—are bound to reward long-haul investors like himself. "You don't have to pick stocks in this environment," he advises. "Just take a dart and throw it." - 09/18/2012

There's a Pink Gold Rush for Potash: Fadi Benjamin

After a tough five years, the price of agricultural potash is rebounding. Demand for fertilizer is on the rise in China, Brazil and the United States, and mining firms are rushing to find new sources of the pink potassium salts. In this exclusive interview with The Energy Report, Fadi Benjamin, mining analyst with Northern Securities Co., shares his top picks in the junior space and talks about the pros and cons facing entrants in an industry dominated by a handful of seniors. - 07/31/2012

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 price weakness does not dampen Raymond James' bullish sentiment on the sector, from Canada to Ethiopia. - 05/31/2012

Bob Moriarty: A Contrarian's Guide to Volatile Markets

Trotting the globe in his unrelenting quest for investing opportunities, Bob Moriarty had just completed a 21,000-mile travel-a-thon when he picked up the phone for this exclusive interview with The Gold Report. He liked a lot of what he saw, found plenty of bargains along the way and is willing to name names. Ever the contrarian, he is picking up stocks when everyone else is dumping them; he plans to cash in when the mass of sellers morphs into a mass of buyers and drives prices up. - 05/14/2012

Potash Stocks Offer Profits Ahead of Summer Doldrums: Corey Dias

China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent investors. - 05/01/2012

Energy Investing in Saskatchewan: Tom MacNeill

Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts. - 02/21/2012

What's Next for Potash Producers: Jaret Anderson

Major potash stocks are beginning to raise eyebrows with impressive profit margins. But as this developing market expands, industry giants will face competition from greenfield and brownfield projects in the works. In this exclusive interview with The Energy Report, Mackie Research Capital Analyst Jaret Anderson debriefs us on some fascinating development stories that are poised to change where and how the most successful potash producers operate. - 02/09/2012

Potash's Current Calm Promises an Exciting Future: Corey Dias

Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress. - 01/24/2012

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 The Energy Report, Kelertas shares his best names. - 11/10/2011

Vikas Ranjan: Companies Meeting Emerging Market Demand

Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it's only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive interview with The Energy Report, Vikas discusses the new Ubika Mining 30 Index and some companies ready to feed the need. - 10/27/2011

Philip Williams: Japan's Tsunami Crisis Creates Uranium Opportunities

The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. Strong fundamentals are still in play and upcoming catalysts could boost suffering uranium equities this year. In this exclusive interview with The Energy Report, Williams discusses which companies he expects will ride the updraft. - 10/11/2011

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 vehicle for profit. He also tells us why his company's gold and silver mining ETFs are poised to catch up with precious metal market performance. - 09/27/2011

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 Report, Charles talks about the complex dynamics that affect the farming and fertilizer industries, and reveals his best pick for a core holding. - 08/30/2011

Carlos Andres: Uranium and Potash Stocks on the "Frontier"

Operating out of Uruguay, Carlos Andres' Frontier Research Report provides a vastly different perspective. In this exclusive interview with The Energy Report, he gives us some insights on global mineral exploration and production in areas that are more "out of the way" than what we usually consider. He tells us about two very exciting companies with huge investment potential in projects located in Namibia and Ethiopia. - 08/25/2011

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. - 08/18/2011

Richard Kelertas: Potash Demand High Through 2013

Fed by rising food prices and increased fertilizer demand, potash juniors and producers could ride high for the next two-and-a-half years, says Richard Kelertas, a senior analyst at Dundee Securities. In this exclusive interview with The Energy Report, he separates the promising prospects from the companies that may not be able to get up to speed before global demand is satisfied. - 08/11/2011

Bob Moriarty: Peak Oil Passed

Self-professed contrarian and 321Energy Founder Bob Moriarty expects energy and food prices to follow oil on an upward trajectory, fueling more and more turmoil, unrest and violence around the planet, including the Western world. Read on for more insights in this exclusive interview with The Energy Report. - 07/26/2011

Rick Mills: Which Stocks Will Win Race to Feed a Power-Hungry World?

Uranium and potash prices seem to be inversely correlated lately: As potash prices reach their highest levels, uranium prices have suffered. But Richard (Rick) Mills, host of Ahead of the Herd online and editor of the Ahead of the Herd newsletter, believes the prospects for both industries are bright. In this exclusive interview with The Energy Report, Rick explains why the U.S.' commitment to nuclear power and even biofuels is helping to propel both markets. - 06/28/2011

Sean Brodrick: Potash Producers Benefit from Fertilizer Demand

Domestic demand for fertilizer is good news for small, U.S. potash producers. In this exclusive interview with The Energy Report, Weiss Research Natural Resources Analyst Sean Brodrick explains the international market forces behind agriculture-related stocks and points to the companies that could benefit in the long term. - 06/23/2011

Jaret Anderson: Potash Developers Blaze Trail to Brazil

"Brazil offers an ideal environment for potash developers," says Salman Partners Analyst Jaret Anderson. In this Energy Report exclusive, Jaret explains how its robust ag sector, favorable government and excellent infrastructure have driven several very attractive potash projects. - 06/09/2011

John Kaiser: Alternative Energy Fuels a Mining Bloom

Advances in energy and agriculture are creating demand for previously ignored metals such as scandium, tellurium and indium. In this exclusive interview with The Energy Report, Mining Analyst John Kaiser, editor of Kaiser Research Online, explains the science that could exponentially increase the value of overlooked stocks. - 05/12/2011

Richard Kelertas: Potash Prices Headed to $750?

With rising global demand for food comes escalating cash flows that enable farmers to purchase additional fertilizers to further boost yields. Dundee Securities Senior Analyst Richard Kelertas follows junior potash explorers that have been red hot for much of the past six months. In this exclusive interview with The Energy Report, Richard shares some names that he believes could develop into bumper-crop multiples for investors. - 05/05/2011

Doug Casey: Uranium Holds Value

Worldwide hysteria and the fear factor notwithstanding, Casey Research Chairman Doug Casey still considers nuclear power "by far the safest, cheapest and cleanest form of mass power generation." Sharing his views in this Energy Report exclusive on the eve of a sold-out Casey Research Summit in Boca Raton, Florida, Doug says power generated from wind, sun, the tides and other alternative sources are "very nice special applications but don't work economically unless they're subsidized." - 04/28/2011

Brian Ostroff: Conflict Exposes Need for Phosphate Independence

There's more to fertilizer than potash, according to Windermere Capital Managing Director Brian Ostroff. He touts the value to be found in phosphate and offers his take on how the unrest in Africa, environmental concerns, global food prices and basic geology drive the phosphate market in this exclusive interview with The Energy Report. - 04/14/2011

Robert Winslow: Potash Stocks Grow with Agriculture Boom

Planet Earth is in the midst of a food bull market. Wellington West Capital Markets Managing Director Robert Winslow follows small-cap agricultural stocks that can give investors both diversification and leverage to achieve double-digit percentage growth. In this exclusive interview with The Energy Report, Robert shares some small-cap names where investors can plant capital and reap vigorous rewards. - 04/07/2011

Bob Moriarty: Food Is Fuel

How is the bowl of Wheaties you ate this morning linked to a barrel of oil? In this exclusive interview with The Energy Report, Bob Moriarty, founder of 321energy.com, explains why the cost of producing food is directly correlated to fuel and picks which companies are poised to benefit from the rising value of potash. - 03/15/2011

Identifying Top Seeds in the Potash Boom

As growing middle classes in developing nations feed the need for fertilizer, how to increase production has become the real issue in agriculture. Major potash producers are lining up to fill that need. The Energy Report spoke with Adrian Day Asset Management Chairman and CEO Adrian Day and Wellington West Capital Markets Analyst Rob Winslow to get their take on the potash sector, and which companies have the sustainable competitive edge. - 12/09/2010

Stan Bharti: A Few of His Favorites

Forbes & Manhattan Founder and CEO Stan Bharti, whose genius has guided dozens of junior resource companies to the pinnacle, discusses his approach in this exclusive interview with The Energy Report—and a few of his favorites. Among them is a company using a molecular-tagging technology to foil a practice that fuels terrorists' activities and deprives governments of more than $100 billion in tax revenues annually. - 08/12/2010

Tom MacNeill: Saskatchewan Leading the Resources Boom

Tom MacNeill, Chairman and CEO of 49 North Resources Inc., is gung-ho about the prospects for Saskatchewan and the early-stage opportunities in the now-flourishing resources sector. As he tells readers in this exclusive Energy Report interview, he's thrilled to be facilitating the inflow of investment capital to further dynamic junior resource projects in everything from oil and gas to uranium and coal. - 01/28/2010