Andrey Melnichenko is taking Uralkali and Potashcorp head on by building two $5bn potash mines, but spent the summer cruising from Ketchikan to Seattle.
No going back to clubby system of tightly controlled global supply and set prices that served North American and European producers so well in the past.
Productivity, followed by capital decisions and obtaining a social license to operate, are among the top risks global mining and metals companies face.