Ok I see your point. Even so if they figure the price to level at the going rate of Urea eventually do you see importers coming up with the BTC needed to buy an entire shipment after the initial buys they make? I know they can hoard up the cheap URO now but that only gets so much if this all does actually happen.
Well the btc price should stabilise relative to the price of urea anyway right? It'll probably be less I think, otherwise why would any trader/importer go to the trouble of buying btc to get urea? Is there a richlist for URO? I would imagine that if URO is all that it promises to be then GES would be holding quite a lot of URO.