The analyst said that AG stocks are going back up because POT has real good demand & Price control and if demand starts to fall they will just cut production to keep the price up there. Coal,NatGas are going up to.
And listen to the SQM Conference Call it is not long and you will know what is said about lithium.
The Ag sector is one of the best recession proof areas and a great place to have your money in uncertain times. Trademark recession signs are high commodities/energy/food prices which in tern means high fertilizer prices.