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Quarter-End Insights

Our Outlook for Basic Materials Stocks

Improved demand should underpin stronger potash and PRB coal markets in 2014.

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  • Following opportunistic inventory drawdowns in the wake of the BPC breakup, we expect potash buyers will revert to more normal purchasing patterns in 2014.
  • U.S. residential and commercial construction continues to improve, but weak federal support for infrastructure outlays dampens outlook for aggregates demand in 2014. 
  • As utilities approach more desired inventory levels, we believe U.S. PRB coal will begin to experience positive price momentum into 2014.


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Daniel Rohr does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.