Times are certainly tough. David Dreman, a leading money manager who oversees about $15 billion, said, “Between inflation and the liquidity crisis, this is one of the toughest markets I’ve seen.”

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.