Natural gas prices are set to remain low due to the boom in shale gas extraction and the subdued economic growth (US Gov should start to tighten 1+% of GDP p.a. of its deficit after the elections. That could have an impact of up to 2% of GDP p.a.
Chemicals set to benefit from these low Natural Gas prices. US chem' firms have become the world's second cheapest producers Nitrogen fertilizers.
Ethanol demand will not decrease despite reduced subsidies. But if gasoline consumption would go down, ethanol would follow suite and corn with it (since it is the largest use of corn in the US.
Monsanto - MON at 70 usd
Mosaic - MOS at 50.4
Potash - POT at 41.3
Intrepid Potash - IPI at
CF Industries - CF
Agrium - AGU
Du Pont - DD
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