Critical Minerals India books phosphate fertilizer at 40% above pre-war prices Indian Potash, which imports fertilizer for the government and other companies, will secure 705,000 tons for delivery on the country’s west coast at $930 per ton. May 13, 2026
Critical Minerals Fertilizer maker Mosaic cuts output after Iran war raises costs The company also withdrew its phosphate production guidance for 2026. May 11, 2026
Iran War Nitrogen surge to lift CF, Nutrien earnings; Mosaic faces headwinds Tighter global nitrogen supply linked to disrupted natural gas flows has pushed up prices, while Mosaic's portfolio leaves it less exposed to the rally. May 4, 2026 - 4:23 pm
Iran War Op-Ed: The copper supply crisis is a sulfur management crisis Something the mining industry has been slow to acknowledge: sulfur is not waste. May 4, 2026 - 2:50 pm
Energy Germany sees US as vulnerable to squeeze on potash supplies The US imports more than 90% of the key ingredient for agricultural fertilizer, leaving the world’s No. 1 economy highly reliant on global producers. May 4, 2026 - 8:08 am
Battery Metals Brazil rejects ‘TerraBras’ as US minerals deal stalls Government sees "no need" for a state-run critical minerals company as policy holdups and tensions hinder progress on a deal with Washington. April 24, 2026 - 4:06 am
Top Companies Russia weighs windfall levy on mining companies amid Ukraine war spending Potential targets include mining firms like top gold producer Polyus and nickel and copper giant Norilsk, as well as closely held banks. April 22, 2026 - 3:54 am
Energy Mosaic to idle Brazil phosphate plants in cost-cutting push The fertilizer producer said it will idle two phosphate facilities, cut jobs and reduce annual output by about 1 million tonnes. April 8, 2026 - 9:01 am
Critical Minerals Top 50 mining companies power through Iran war – up $250 billion in 2026 The world’s 50 biggest mining stocks shrug off global turmoil, hitting a combined $2.4 trillion value in Q1, but the tide did not lift all boats. April 4, 2026 - 4:57 pm
Energy BHP sees potash heading toward deficit as demand outpaces supply With demand for the crop nutrient rising 2% to 3% annually, there is limited additional supplies beyond BHP’s Jansen potash project. March 24, 2026 - 3:03 pm
