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