China drought play: “There's a huge drought in China and food needs to be imported rapidly, which is causing grain prices worldwide to fly and leads to a rally in Mosaic (MOS), Agrium (AGU) and Monsanto (MON)." - Jim Cramer

China drought play: “There's a huge drought in China and food needs to be imported rapidly, which is causing grain prices worldwide to fly and leads to a rally in Mosaic (MOS), Agrium (AGU) and Monsanto (MON)." - Jim Cramer

China drought play: “There's a huge drought in China and food needs to be imported rapidly, which is causing grain prices worldwide to fly and leads to a rally in Mosaic (MOS), Agrium (AGU) and Monsanto (MON)." - Jim Cramer

China drought play: Potash Corporation of Saskatchewan is an integrated fertilizer and related industrial and feed products company.

China drought play: Terra Industries is a producer and marketer of nitrogen products, serving agricultural and industrial markets.

China drought play: Bunge Limited is an agribusiness and food company operating in the farm-to-consumer food chain. The Company conducts its operations through three divisions: agribusiness, fertilizer and food products. These divisions include four segments: agribusiness, fertilizer, edible oil products and milling products.

China drought play: Terra Nitrogen Company is a limited partnership that produces and distributes nitrogen fertilizer products.

China drought play: Intrepid Potash is a wholly owned subsidiary of Intrepid Mining, engaged in the production of muriate of potash (MOP, or potassium chloride) in the United States.