Inside Fertilizer Analytics: Phosphate Rock, Dec. 2022
Argus Media - Un pódcast de Argus Media
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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
