Hear Argus’ analysis of phosphate rock and processed phosphates supply, demand, outlooks and policy trends. Join Claira Lloyd, Phosphate and Phosphate Rock Research Manager, Timothy Evans, Phosphate Analyst and Tim Cheyne, SVP – Global Head of Agriculture, Fertilizers and Energy Transition (Ammonia) as they discuss these topics and more in the latest episode of the Inside Fertilizer Analytics podcast series.
Key topics covered in the podcast:
- Spotlight on India
- P2O5 demand from LFP and potential impact on phosphate prices
- Supply: Key developments and outlook
- Impact of Eurochem considering shuttering their Lifosa plant
- Phosphate rock production - the future of several US mines
- New capacity
- Policy update including US phosphate import duties
- DAP/MAP market outlook
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