Intrepid Potash Inc

As the clash among Eastern European producers has caused a rift in the global potash market, the long-term outlook remains in question for investors, say Morningstar's Matt Coffina and Jeff Stafford.

Five stats from the market and the stories behind them. This week: GDP still trudging along, taper interpretations, and a potash pricing plot.

China's expected infrastructure spending slowdown should pressure commodity prices.

We're sticking with our price forecast of $375 per metric ton.

Economic moats are tough to come by in this capital-intensive industry.

The three primary plant nutrients are not created equal, and neither are fertilizer companies.

As second-quarter earnings season starts, we'll be on the lookout for more profit warnings and disappointments on a host of issues.

With commodity prices rising, agriculture companies benefit and chemical firms get squeezed.

We're still waiting for steel and construction materials to follow the rest of the sector's rapid recovery.

Strengthening demand and improved cost structures boost profitability for many players.

Cap-and-trade and the U.S. farmer: Friends or foes?