RockTalk: Why the cycle smells right for potash
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RockTalk is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week. In this edition, host Peter Strachan digs deep on the unique sulphate of potash (SOP) market and the sector’s key demand drivers.
Populating the expert panel for this discussion is Michael Eidne, director – research at Argonaut Securities, Tony Swiericzuk, CEO of Salt Lake Potash (ASX:SO4) and Mark Savich, CEO and executive director of Agrimin (ASX:AMN).
The group discuss a range of topics, including the reasons behind the growing demand for potash, what caused the large spike in SOP prices in 2008, the regions seeing the largest demand spikes for fertiliser and the unique supply-led demand for SOP.
So tune in above to hear the panel discuss these topics and more.