This segment is from Thursday's edition of "Digging for Value," in which sector analysts Joel South and Taylor Muckerman discuss energy and materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays and Thursdays. It can also be found on Twitter, along with our extended coverage of the energy & materials sectors @TMFEnergy.
A spat between Russia and Belarus through the fertilizer market into a state of flux late in 2013. PotashCorp of Saskatchewan (NYSE:POT) caught the brunt end of the backlash, as it saw the price of its namesake fertilizer drop 27% in the fourth quarter. It will be interesting to see the viewpoints of competitors like Agrium (NYSE:AGU) and Mosaic (NYSE:MOS) when they both report later in February. One thing is for certain though, and that is that 2014 is going to be a year of transition for the potash fertilizer market.
2014 will have it's bright spots, and we believe this could be the brightest
Joel South has no position in any stocks mentioned. Taylor Muckerman has no position in any stocks mentioned. The Motley Fool owns shares of PotashCorp. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.