According to AP, potash producers will continue on their impressive uptrend because demand for fertilizers still exceeds supply.

But Andrew Mickey says the soaring price of natural gas will hit fertilizer manufacturing profits hard — and hurt potash stocks in the process.

In the last twelve months, two leading potash producers, The Mosaic Company (NYSE: MOS) and Potash Corp (NYSE: POT) have seen share prices rise 260% and 176% respectively.

We’re still at the early stages of this run. Potash stocks have had their ups and downs, but there’s a lot more ups than downs to come.

A banker, they say, is someone who wants to give you an umbrella when the sun is shining… and then takes it back when it rains.

If this critical resource disappears, it could send the commodities market spiraling into a catastrophic domino effect.

What if I told you Shell, BP, Exxon Mobil, BHP Billiton, Chevron and ConocoPhillips have committed more than $100 billion into a new source of energy? You’d definitely want to get involved in the early stages, right?

Natural gas is becoming a truly global commodity. For decades, natgas had to be consumed on the same continent it was produced. There was no way effective way to transport it like oil. But the global natural gas market is changing, and profits will be had by those that change along with it.

In the Chart of the Day below, Andrew Mickey argues that $120 oil is “just the start,” partly as a result of what’s happening with Russia. What you should also know is that Andrew saw $120 oil coming well before anyone else. In fact, he called for it nearly six months ago.

I’ve always considered airlines to be, hands down, the easiest way to lose money in the markets.

We’ve been hearing it for years: “You’ve got to be in emerging markets.”