But with corn prices holding around $3.90 a bushel -- anything above $3.50 is considered lucrative for farmers -- growers may be financially confident enough this fall and in the spring of 2011 to spend their dollars on fertilizers, re-upping on crop nutrients and giving a boost to the likes of Potash. Though it's true that a bumper harvest appears to be in the making, demand has held steady as well, creating a "tight" market, industry watchers say. And it could have been worse: in June, the USDA said the amount of land planted with corn in the U.S. this year would likely reach 88 million acres or thereabouts, less than the 90 million acres that many had expected. As a result, corn futures prices rose sharply. Farm-belt sentiment hasn't been the only thing helping potash stocks of late. Shares of Mosaic ( MOS), a Potash Corp. rival based in Plymouth, Minn., rose nearly 4% Wednesday on heavy volume, possibly driven by more speculation regarding BHP Billiton's ( BHP) intentions in the potash space. The multinational mining giant has long made it known that it wishes to become a major player in the business. Market scuttlebutt has in the past named Potash Corp. as a potential acquisition target. On Wednesday, Mosaic's name emerged in the same light. -- Written by Scott Eden in New York Follow TheStreet.com on Twitter and become a fan on Facebook.