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They may not be making any more real estate or railroads, but they sure are using a lot more fertilizer. Not surprising in a world that needs more food and more plant-based fuel at the same time. Potash is the world largest producer of, what else, potash, a key ingredient in agricultural fertilizers. The company has managed to line up the majority of the world’s excess capacity of potash, which makes Potash of Saskatchewan the swing producer in the industry. (Full disclosure:  own shares of Potash of Saskatchewan in my personal portfolio.)