He pointed out that potash and phosphate are both currently priced below the cost of production on a global basis, “meaning that either the price of those commodities goes up or over time they become unavailable and we starve … I think if you look at those two possibilities — the price goes up or we starve — the probability is that the price goes up.” - Rick Rule, CEO of Sprott US Holding.
https://investingnews.com/daily/resource-investing/rick-rule-overlooked-sectors-savvy-investors/