OAO Uralkali, the world’s largest potash producer, broke up a marketing venture that controlled more than 40% of global exports. Potash prices is expected to weaken as the Russian company stick with its plans to compete and grab market share. 

It would be interesting to see how Potash Corp. reacts and deals with the new reality, as one of its risks come to play. Are they ready? Have they identified this as a risk in advance? Have Potash’s board and executive team prepared a mitigation strategy (“plan B”) to deal with it?

Investors reacted immidiately to the news and the uncertainty, sending Potash share price down sharply; the picture will be much clearer within 3 to 6 months.