There was very provocative and true article that circulated in the mass media about potash this month. Given the geo-political tensions between the U.S. and Germany over NATO and the Iran War, it was a timely discussion to bring potash into the balance of power...
War in the Middle East has a dramatic effect on food and fertilizers
By Joshua Mayfield Fertilizer shipments from the Strait of Hormuz Dry bulk shipments through the Strait of Hormuz trapped over 90 per cent of dry bulkers in transit at the beginning of the war in Iran. This includes global seaborne fertilizer shipments, of which 16 to...
A successful shift in the booming Brazil-China agriculture trade
Posted by: Joshua Mayfield, Growth Minerals Analyst for Hallgarten+Co The agricultural trade between Brazil and China is called one of the world's most critical agricultural trade corridors. The Brazil-China agriculture trade has seen an enormous shift in China’s...
Back in the saddle for potash suppliers of the east
By Joshua Mayfield In Q3 2025, Russia’s Uralkali announced intentions to increase potash supplies to producers of compound and complex fertilizers by 400,000 tonnes. The company had performed a series of potash facility maintenances at key production sites in Russia...
Potash Export Terminal Decision Raises Uncertainty in Canada
By Josh mayfield One of the biggest headlines from the potash sector in 2025 was Nutrien Ltd.’s decision to forego an opportunity to build a potash export terminal in Canada, while going ahead with the decision to invest in a new potash terminal in Longview,...
How should the U.S. create a potash advantage?
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...
With deep appreciation to:
