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Introduction ...................................................................................................................................................... 3
Overview of Company Initiations ........................................................................................................................ 4
Genesis of the Current Market Environment ...................................................................................................... 11
Overall Demand for Food on the Rise................................................................................................................ 11
Population Growth, Urbanization and Economic Expansion Drives Demand .................................................................. 11
Improving standard of living has lead to dietary changes ................................................................................................ 14
Rising meat consumption exponentially increases grain demand .................................................................................... 14
Heavily Regulated Industry with Significant Barriers to Entry ............................................................................ 15
Protectionist Trade Policies Favor Domestic Agriculture.................................................................................................. 15
Government Regulation Supports Domestic Production .................................................................................................. 16
Food Production Capacity Constraints ............................................................................................................. 22
Dangerous Convergence of Trends Population Growth vs. Arable Land Shrink ............................................................. 22
Crop Yields Impacted by Unbalanced Fertilizer Usage .................................................................................................... 22
Limited Water Supply – Potential Constraint to Sustainable Agriculture .......................................................................... 23
Today’s Agricultural Market Environment ......................................................................................................... 25
Commercialization of Farming Practices .......................................................................................................................... 25
China is the largest volume agri-producer by volume… ................................................................................................... 25
…also the largest consumer of fertilizer in the world ........................................................................................................ 26
Next Stages of Reform .................................................................................................................................................... 27
Sector Opportunities ....................................................................................................................................... 28
Fertilizers - Organic vs. Inorganic .................................................................................................................................... 28
Sustainable Farming Practices Should Encourage Organic Fertilizer Demand ............................................................... 29
Better crop yields via compound fertilizers ....................................................................................................................... 30
Demand for Green/Organic food catching up, spur demand for organic fertilizers .......................................................... 31
Yield Demands Likely to Drive Adoption of Genetically Modified / Hybrid Seeds ............................................................ 32
Secular Fertilizer Demand Should Increase with Mix Shift Toward Cash Crops ............................................................. 33
As Protein Consumption Grows Grain Demand will Grow Exponentially ......................................................................... 33
Summary ......................................................................................................................................................................... 40
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