As 2022 draws to a close, Claira Lloyd, Phosphate and Phosphate Rock Research Manager and Timothy Evans, Phosphate Analyst join Tim Cheyne, SVP – Global Head of Fertilizers, to discuss and assess key developments across policy, new projects and pricing.
Key topics covered by the podcast:
Policy update
• Possible impact of Indian authorities' increasing vigilance on environmental issues (accumulation of Phosphogypsum)
• New Brazilian government and Brazil's President Lula plans to increase domestic fertilizer production and reduce fertilizer imports
New projects
• Afrimat's mine in South Africa
• Agriflex's Ardmore Phosphate Rock Project
• Growth in Australian projects over the last 18 months
Pricing
• Forecast overview: Key influences and risks going forward
• Potential for emergence of two separate two tier pricing systems
Phosphate Rock Analytics development at Argus
• Phosphate rock costs in our Long Run Marginal Costs analysis
• Mine level cost modelling - enhancing the robustness of our cost modelling even further
Related links
- Phosphate price reporting, short and mid to long-term outlook services
- Request a sample/more information
- Free sign up: Fertilizer Focus Magazine
- Other complimentary content
- Inside Fertilizer Analytics podcast series
