potash

The award is the first DFC project-development deal in Argentina and the first under the new US-Argentina critical minerals pact.

The deal with Gera Center moves $33M out of construction capital and delivers about $10M in net savings versus the project feasibility study.

Eleven federal permits effective June 1 let the explorer drill seven holes near Intrepid Potash’s Moab mine, the only U.S. potash producer.

The agreement covers more than 500,000 tons of Russian potash, marking the largest fertilizer shipment contract between the two countries.

The 28-year BOOT power deal shifts about $33M off the Autazes construction budget and targets $10M in lifetime savings.

Potash slipped to $494 and UAN32 to $586 a ton as the Strait of Hormuz price premium begins to ease.

The DFS will evaluate 800,000 t/yr of MOP via solution mining, with both the study and an ESIA targeted for completion in H2 2026 to support Millennial’s Mining License application to the Gabon government.

Mosaic now concentrates all potash production in Saskatchewan, while International Minerals Carlsbad plans to double output at the 100-year-old New Mexico mine from 350,000 to 700,000 tonnes per year.

The latest U.S. Geological Survey assessment highlights growing global potash supply, softer MOP prices, and renewed U.S. efforts to secure domestic fertilizer production through a proposed $1.26 billion mine project.

Nigeria and Ghana are pre-purchasing Russian nitrogen and potash to secure the coming season, in diplomatic moves analysts say could shift the continent’s supply relationships for years.

ICL’s new Indian plant supports its Growing Solutions segment expansion into a market where precision nutrition products remain significantly underpenetrated.

The new development follows months of delayed procurement in Southeast Asia, as importers awaited India’s annual potash settlement to set a new regional price reference.

The deal, the first India standard MOP contract since China’s November 2025 benchmark, will serve as a reference price for deferred tenders across Southeast Asia.

The Tel Aviv-based specialty minerals group beat prior-year earnings in every segment as higher prices for bromine and potash offset a $2.57B debt load from the January acquisition of Bartek Ingredients — and management now sees 2026 EBITDA clearing $1.5B at the low end.

India is shifting to collective procurement for phosphate and potash fertilizers amid Strait of Hormuz supply disruptions, with IPL’s first joint DAP tender drawing 2.3 million tonnes of offers — nearly double the volume sought.