Consolidation creates opportunity, page-5

Joining some of the dots ....

Canadian Fertiliser giant, Nutrien (owner of Landmark) is pushing, aimed at getting as close to farmers as possible.

Australian Mining giant, Andrew Mackenzie is BHP chief executive, the torchbearer for BHP's potash ambitions.

Nutrien's belief in the paddock-to-plate food boom, which will likely be centred on Asia – and which remains central to BHP's potash plans.

world's largest consumers of potash :
China, the United States, Brazil, and India.
Brazil imports ~ 90% of the potash it needs.

Annual consumption potash in Australia :
500,000 ~ 600,000 tonnes

sulphate of potash, - commands a price premium of up to 100% over the more common

muriate of potash, - accounting for between 50,000 and 60,000tpa.

Potash : improves water retention, yield, nutrient value, taste, color, texture and disease resistance of food crops.