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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.


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