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20 questions with Agrimin CEO Mark Savich

Thu 14 Apr 22, 5:30pm (AEST)

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KEY POINTS

  • Potash pricing has increased 2-4x in the last 3 months
  • The recent price spike for potash appears sustainable due to rising inflation and food costs

Transcript

0:09 - How long have you been Agrimin's CEO?

0:12 - What did you do before?

0:25 - What is Agrimin's main commodity?

0:30 - What is potash?

0:34 - What other ingredients make up fertiliser?

0:41 - What is the difference between SOP and MOP?

0:52 - From the ground to Bunnings, what steps are involved?

1:09 - What are your go-to publications for potash information?

1:26 - Why is potash pricing hard to find?

1:38 - Potash prices have increased 2-4x in the last 3 months. Why?

1:55 - Why has supply reduced?

2:02 - What other countries make potash?

2:15 - Is the recent price spike sustainable?

2:34 - What are the main drivers for potash demand?

2:45 - Can you explain your latest announcement?

2:57 - What is a US counterparty?

3:10 - What do your offtake partners do?

3:23 - What does ESG mean for potash?

3:37 - How does rising inflation impact potash?

3:50 - What is Agrimin doing over the next 6-12 months?

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Market Index Corporate

Thu 14 Apr 22, 5:30pm (AEST)

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