Argus Media

Fertilizer Matters EP49: Middle East Conflict - The Potash Market Anomaly

Listen Later

Hear Argus’ essential analysis of how the Middle East conflict is impacting the potash market and discover why potash stands out as an anomaly – with demand rising despite the war, defying historical trends. This episode focuses on production, logistics, prices, the lack of demand destruction, future risks, key takeaways and what to watch out for next.

Join Mike Nash, Senior Editor – Fertilizers and Julia Campbell, Global Editor - Potash as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

  • How has the Middle East war directly or indirectly affected the MOP and SOP markets?
  • How have MOP and SOP prices developed since the war started?
  • Why hasn’t there been demand destruction in the potash market?
  • What’s driving global potash demand?
  • What risks do the MOP and SOP markets face if the war continues?
  • What roles do production and freight costs play in the MOP and SOP markets?
  • How much of an impact is the rising cost of sulphur having on the SOP market?
  • What are the key takeaways and what should we watch out for next?

    • Related links

    • Argus Potash price reporting service | More info | Request trial
    • More information: Potash short and mid to long-term outlook services
    • Free newsletter sign up: Argus Fertilizer Market Highlights
      • ...more
      View all episodesView all episodes
      Download on the App Store
      Argus MediaBy Argus Media
      • 4.1
      • 4.1
      • 4.1
      • 4.1
      • 4.1

      4.1

      11 ratings

      More shows like Argus Media

      View all
      Freakonomics Radio by Freakonomics Radio + Stitcher

      Freakonomics Radio

      32,246 Listeners

      Fareed Zakaria GPS by CNN Podcasts

      Fareed Zakaria GPS

      3,447 Listeners

      Exchanges by Goldman Sachs

      Exchanges

      977 Listeners

      Macro Voices by Hedge Fund Manager Erik Townsend

      Macro Voices

      3,072 Listeners

      Masters in Business by Bloomberg

      Masters in Business

      2,175 Listeners

      Odd Lots by Bloomberg

      Odd Lots

      1,993 Listeners

      Energy Gang by Wood Mackenzie

      Energy Gang

      1,252 Listeners

      Columbia Energy Exchange by Columbia University

      Columbia Energy Exchange

      399 Listeners

      Oil Markets by S&P Global Commodity Insights

      Oil Markets

      28 Listeners

      ICIS - energy podcasts by ICIS Energy

      ICIS - energy podcasts

      2 Listeners

      Thoughts on the Market by Morgan Stanley

      Thoughts on the Market

      1,320 Listeners

      The Journal. by The Wall Street Journal & Spotify Studios

      The Journal.

      6,097 Listeners

      The HC Commodities Podcast by Paul Chapman, HC Group

      The HC Commodities Podcast

      155 Listeners

      Reuters World News by Reuters

      Reuters World News

      302 Listeners

      Unhedged by Financial Times & Pushkin Industries

      Unhedged

      194 Listeners