Hey dtstx. Thanks for posting that explanation, etc. I think what you wrote at the end of your post is worth repeating and makes perfect sense to me:
"The comment about "building the mining facility was slowed..." is separate. I think they know economies around the world are improving but phosphate prices will lag until inventory is delpleted by the upcoming planting seasons. One thing about cheap prices, that usually translates to increased usage I would think."
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