As 2022 draws to a close, Claira Lloyd, Phosphate and Phosphate Rock Research Manager and Timothy Evans, Phosphate Analyst join Tim Cheyne, SVP – Global Head of Fertilizers, to discuss and assess key developments across policy, new projects and pricing.
Key topics covered by the podcast:
Policy update
- Possible impact of Indian authorities' increasing vigilance on environmental issues (accumulation of Phosphogypsum)
- New Brazilian government and Brazil's President Lula plans to increase domestic fertilizer production and reduce fertilizer imports
New projects
- Afrimat's mine in South Africa
- Agriflex's Ardmore Phosphate Rock Project
- Growth in Australian projects over the last 18 months
Pricing
- Forecast overview: Key influences and risks going forward
- Potential for emergence of two separate two tier pricing systems
Phosphate Rock Analytics development at Argus
- Phosphate rock costs in our Long Run Marginal Costs analysis
- Mine level cost modelling - enhancing the robustness of our cost modelling even further
