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#Industry/competitors
Added 6 months ago

Some talk about the Woodsmith mine owned by Anglo American

https://youtu.be/9J4cRgNcVT4?si=4x8HroaAsHiBGf3O

In summary, the MoM crew are dishing dirt on the project. Essentially a Polyhalite project deep underground beneath an AONB (Area of Outstanding Beauty).

MoM thinks that Polyhalite is a unproven mineral for increasing crop yields and that farmers need more convincing before using the product. Polyhalite is similar to Potash except it also has additional minerals such as Magnesium.

Curiously, there is one company ICL that disproves that MoM theory, who are seeing demand starting to skyrocket.

https://icl-group-sustainability.com/reports/icl-uk-uk/

Boubly hits record sales

So take the video with a grain of salt. Possible there is an emerging market, even if the Polyhalite is deep underground at Woodsmith.

#Risks
stale
Added 2 years ago

Increase in QLD coal mine royalties could be a risk for BHP as they have met coal assets in Bowen Basin.

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