By Steve Halabura From the National Post: REGINA — Saskatchewan Premier Scott Moe says a plan by the United States to restore Russia’s ability to sell fertilizer is a backchannel that funds Ukrainian death and suffering. “This is the most disturbing action that I...
From where I sit…
The potash apple and the political tree By Steve Halabura, CEO, Buffalo Potash Corp. I had a nice, sleepy article prepared about winter, feeding the birds, walking the dog, then a soft easement into the Christmas season, mind at rest, nothing to be too concerned...
From where I sit… Can we now go back to sleep please?
By Steve Halabura For potash markets, maybe the commotion of 2022 and 2023 is over. Maybe producers no longer worry about supply disruptions, the effects of war and economic sanctions upon production and demand. Maybe capital markets are stable and share prices will...
From where I sit: Doubling down on potash
By Steve Halabura Here is an investment thesis I’ve heard this summer: fertilizers, and by association, potash, is heavily oversold, thus discrediting any claims that fertilizer shortages will create opportunities for production expansions in the near to medium term....
From where I sit: A reaffirmation of the faith
By Steve Halabura In the interest of full disclosure, I am founder and CEO of a potash start-up, Buffalo Potash Corp. A big part of my job is speaking to financial types about the importance of the potash sector. At some point in all the discussions, and much to my...
From where I sit: Potash year in review
by Steve Halabura One year ago, I sat at my desk and considered the year 2021 from the potash perspective. Coming up with news items was a challenge because 2021 was a year during which potash supply and demand remained relatively stable, leading to overall price...
From where I sit: A mid-year prognostication
By Steve Halabura I usually opine about the year gone by, and for the past few years, its been taking the previous years’ opinion, updating some numbers and statistics, and “assignment completed boss!”. However, this year is different – very, very different. War,...
From where I sit: What’s the story behind “small scale” potash mining?
By Steve Halabura The world could use another 23 million tonnes of potash, given the current global fertilizer crunch. The question is where to get it from? The logical place is Saskatchewan, given its almost infinite resource of the pink stuff. Here is the problem –...
