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DNKLY - Intrepid Potash And Compass Minerals: An Update On Emerging Threats
Danakali Ltd ADR
In a 2018 article, I discussed the dynamics of the Sulfate of Potash market and related niche fertilizers such as SOPM (Sulfate of Potash Magnesia). This market is of particular significance for Compass Minerals (CMP) and Intrepid Potash (IPI) and, to a lesser extent, Mosaic (MOS).
Demand is expected to be supportive, but one should also consider the supply side of the equation, which shows an abundance of projects, both greenfield and brownfield. In this article, I will discuss the progress made by Australian juniors, and the rising