From what I've found. non mainstream or opaque commodities pricing data you find online, and for free, is never accurate and rarely updated as the author has to pay for the data.
This afternoon's HFR presentation included the slide with a footnote to source ben Argus, a paid fertilizer market platform. This slide has been a staple in HFR's presentation and changes on each one. Reasonably confident current European MOP pricing is at USD400/t which on the sensitivity, an NPV8 of closed to $3B.....not $600m
https://www.argusmedia.com/en/fertilizer/argus-potash-prices
From what I've found. non mainstream or opaque commodities...
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