RockTalk is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week.
In this episode, host Peter Strachan discusses the impact that phosphate fertilisers will have on the future of global food production and the very real threat of potential food shortages.
Populating the expert panel for this discussion is Arun Sengupta, executive director at Canary Capital.
The group discuss a range of topics including Arun’s experience and journey with Canary Capital, the current drivers for fertiliser suppliers, the impact of Russia-Ukraine conflict on global supply, Australia’s capacity to become self sufficient, investment opportunities amidst adverse supply conditions and more.
Tune in above to hear the panel discuss these topics and more.