MOP: Record potash pricing, demand shifts and outlook
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RockTalks is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week. The program is sponsored by Bridge Street Capital Partners, a leading ECM and principal investment firm focused on mining, energy & tech.
In this episode, host Peter Strachan takes a look at the Muriate of Potash (MOP) market.
Populating the expert panel for this discussion is Humphrey Knight, Senior Analyst at CRU Group and Seamus Cornelius, Executive Chairman of Danakali (ASX:DNK).
The group discuss a range of topics, including the impact of recent potash price jumps on the market, the strategic and geopolitical considerations relating to potash, why many analysts are bullish about potash demand, the changing impact of China on the MOP and SOP markets, Danakali’s flagship Colluli project, export and cost considerations and more.
Tune in above to hear the panel discuss these topics.