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Non-Tech : Income Investing
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To: Affinity4Investing who wrote (49121)1/18/2023 1:43:32 PM
From: Elroy   of 52130
 
Re: Ok, for anyone interested in Income Investing, I''m curious why you WOU

I try to not invest in areas where multiple 'large country' governing parties have essentially declared war on companies and their products.

Here's the thing, the animosity of some to fertilizer plants reduces the likelihood that new fertilizer plants get built in the US. They cost in the $$ billions of dollars to build from scratch, so it's a big deal to build one. Since new fertilizer plants are not being built in the US, the normal cyclical trend is less likely to happen with fertilizer. Normally, when the price of a commodity goes up such that the commodity producers are making obscene profits (the current fertilizer environment) all the commodity makers increase production capacity, pushing prices way back down below profitability levels until demand catches up with the new increased supply.

Without new increased fertilizer supply (no one is building new fertilizer plants in the US, remember?) what's going to push the fertilizer prices lower?

Riddle me that, Batman.
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