Inside Fertilizer Analytics: Phosphate Rock, Dec. 2022
Argus Media12 Dec 2022

Inside Fertilizer Analytics: Phosphate Rock, Dec. 2022

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

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