By Josh Mayfield I said that potash should be a critical mineral for the United States (U.S.) when I published my story about it in the Hallgarten + Company Growth Minerals Sector Review in April 2025. Naysayers were bearish on the news about potash becoming a U.S....
BRICS: All hands on deck for potash producers
By Josh Mayfield Brazil Recent developments for Brazil’s National Fertilizer Plan were announced at the 12th Brazilian Fertilizer Congress held in Sao Paulo. Brazil intends to expand its national fertilizer strategy by boosting domestic production capacity to 73...
Growth Minerals Portfolio Updates
Posted by Joshua Mayfield, with Hallgarten+Co Growth Minerals Review: https://hallgartenco.com/wp-content/uploads/2025/11/Growth_Minerals_Review_Nov2025.pdf There were two positive drivers for PhosCo (ASX: PHO) at the end of October. The company reported another...
Russia & Belarus Operating Subtly East of Suez
Posted by Joshua Mayfield with Hallgarten + Co Growth Minerals Sector Review - Fertilizers in a Time of War: The Israel-Iran war escalation did more than just put global fertilizer supplies into focus. It turned the attention over to the East of Suez markets. With...
Potash — the “North American” Critical Mineral
By Joshua Mayfield In the first quarter of 2025, the U.S. government officially declared potash to be a critical mineral in an executive order entitled “Immediate Measures to Increase American Mineral Production”. This means that potash is now a North American...
EU nitrogen fertilizer market explodes
EU nitrogen fertilizer market explodes By Joshua Mayfield From the beginning of the year, the European Union (EU) saw record high levels of nitrogen fertilizer imports, primarily from Russia, Egypt and Algeria, by order of magnitude. There is more than meets the eye...
The East of Suez markets open up for potash
Posted by Joshua Mayfield with Hallgarten + Co. - Growth Minerals Sector Review Potash prices recovered in 2024 from the exorbitant highs and lows following price volatility in 2022-2023. Southeast Asian buyers, notably Indonesia and Malaysia, took up a bigger market...
