K+S – Potash Update Post Morton Salt Sale – 19 October 2020

  • Credit
  • Materials
  • North America


Former director at K+S AG


  • Potential UOP (unit of production) from K+S's (ETR: SDF) Morton Salt sale, with a focus on potential CAPEX projects
  • Potash supply, demand and pricing update, including impacts of curtailment on pricing
  • Potential plant closures due to high cash cost per tonne
  • Indian and Chinese price setting and global pricing dynamics


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