Ann: March 2020 Quarterly Report, page-46

Google the title below. The link is not allowed.
The blurb below the title tells you who is in the video. Worth watching. If the supply-led demand is correct then there is room for multiple entrants.


RockTalk: Why the cycle smells right for potash


RockTalk is a S******** video series featuring a roundtable of resources experts discussing a new macro topic each week. In this edition, host Peter Strachan digs deep on the unique sulphate of potash (SOP) market and the sector’s key demand drivers.Populating the expert panel for this discussion is Michael Eidne, director – research at Argonaut Securities, Tony Swiericzuk, CEO of Salt Lake Potash (ASX:SO4) and Mark Savich, CEO and executive director of Agrimin (ASX:AMN).The group discuss a range of topics, including the reasons behind the growing demand for potash, what caused the large spike in SOP prices in 2008, the regions seeing the largest demand spikes for fertiliser and the unique supply-led demand for SOP.

Caveat being Argonaut supports/has supported both SO4 & AMN

Cheers