Potash's Current Calm Promises Exciting Future: Corey Dias

By The Energy Report:Here's the story on potash according to 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.

By The Energy Report: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.

By Marc Davis, BNWnews.ca In spite of a flurry of headlines in recent weeks heralding a game-changing consolidation of the world’s lucrative potash mining industry, Canada’s two small aspiring potash miners are standing firm.Both Western Potash (TSX.V: WPX) and Potash One (TSX: KCL) say they are committed to building mines that will be in business for decades. In other words, they’re not for sale.

If the trend is reflected in official data, it could signal an end of the period in which employment has been growing strongly while economic output remains flat, reports The Financial Times. The survey also found that a two-speed labour market is emerging where there is a lack of candidates for high-skilled roles despite relatively high unemployment.

By The Energy Report:As the demand for oil and gas grows worldwide, investors have to look beyond their geographic comfort zones and seek out opportunities in places less familiar than just North America.

The HSBC China Manufacturing PMI™ shows modest growth this month. The index is at 51.5 with growth above 50.

By Market Blog: The potash mining industry could be about to get a whole lot scarier for investors who've bet on the price of the essential fertilizer ingredient going onward and upward indefinitely as world demand for food rises. Profits in potash mining could be poised for wild swings in a downward direction if new companies that enter the business don't show supply discipline, warns a report by Toronto-based bond rater DBRS Ltd.

Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog.The article below is a guest contribution by Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors.