An industry awash with cash has been attracting exploration companies and multinational miners alike.
This raises important questions, namely, which potash companies are likely to start up first and how much capacity is likely to be added in the medium term? Underlying all of this, how robust are demand prospects and what are the drivers?
We address these issues in the Outlook for Potash Service. This Service develops a supply/demand balance, which will help you understand the rationale for investing in the industry – as an investor, new entrant or an acquisitor.
The Service develops a comprehensive supply/demand balance:
- On the supply side, a project by project review of new brownfield and greenfield investment activity, with robust scrutiny of new entrants
- Our projection of demand takes into account long term trends, recent market volatility, crop supply/demand and price developments, rising incomes, changing diets, and declining land use