Very good News if it turns out to be true because of supply and deman and the cartel as well. I agree with you that it might cause Urakali to rejoin the cartel since it will need to increase the return on the holdings it does have. But simple supply and demand mixed with fear should prop up the price. If Urakali has another site go down it shoudl effect their market share and make groups that would normally be their customers look elsewhere. Reality is a conceptulization. I a shortage is precieved. Prices shoudl rise. Maybe not significantly but enough to make Allana more attractive. It may even make them more attractive to Potash as a move towards and friend merger with ICL rather than their earlier takevoer bid that failed. All speculation hear but as a farmer friend from Saskatchewan reminded me last night. Potash really has its best value when the supply is highly controlled by cartels. A Potash/ICL link really makes more sense in these geopolitics. Particularily one that controls potash in Africa. We can only hope that someone in these companies has the same view.