China's ethanol boom, and the resultant grain shortage will be great news for me and my industry, the fertilizer industry!  More grain demand means more fertilizer, which means job security for me.
What do you make the fertilizer from?
I guy I used to work with told a funny story about growing up in China.  In his school one of the chores for students was to take the poop from the outhouses (in a bucket, on a pole, between the shoulders of two students) to fields.  Being teenagers, and not liking the chore, one of them said "let's ditch it here" and they dumped it into a public outhouse.  Except one of the teachers was in the next stall, and got splashed.  They got in trouble.

Picture a communist Chinese episode of "leave it to beaver" with an environmental message ;-)

Anyway, in China ... I think I know where fertilizer comes from.