Goldman sees 30% upside in this fertilizer stock from the Russia-Ukraine agricultural shock

Grain farmer Jim Niewold inspects corn plants on his farm, with grain bins at rear where some of last year's crop remains in storage because all of his end markets have been affected by the coronavirus disease (COVID-19) pandemic, in Loda, Illinois, June 18, 2020.
Nick Carey | Reuters

Mosaic will see huge gains ahead because of material fertilizer shortages from the Russia-Ukraine conflict, according to Goldman Sachs.