20 questions with Agrimin CEO Mark Savich
Mark Savich, CEO of Agrimin (ASX: AMN), discusses the state of the potash sector.
Mentioned
HIGHLIGHTS
- 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
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?
