The Distillery: BHP's bullet dodge

Jotters think BHP Billiton has done well to stay out of potash cartels, with one predicting pricing uncertainty will put pressure on remaining relationships.

BHP Billiton’s potash ambitions are centre stage as Russia’s Uralkali goes it alone in the market, potentially blowing the long-standing cartels apart.

The Australian Financial Review’s Matthew Stevens has the most authoritative offering this morning with a complete history of the potash cartels between Russia and Canada that were secured decades ago.

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