By Steve Halabura I begin with a disclaimer – this article was not written by Chat GPT, so consider the innumerable mistakes I tend to make as a badge of authenticity. A year ago, I was bemoaning the fact that Donald Trump had levelled punitive tariffs against many...
From where I sit… Blood potash and the gnashing of teeth
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...
With deep appreciation to:
