Gan,  That TET Trilogy is a Nat Gas play. I think the push for biofuels has changed the landscape for fertilizers and what grains will be grown. Rice in China is up 100% the last year. I think China is getting ready to blow. Read a article yesterday about the average family in China. You know how they only keep the male babies and usually one per family. Now the average family is : 1-grandson, 2-parents, 4-grand parents.......Males vastly outnumber females and there is noone to support the ageing parents. With rice doubling in price, these people are hurting. Will make for a interesting Olympics.