OK a bit of a search on Nutrien - the 'phosphate' part of the tweet above of particular interest.
Firstly, thanks to Hotcopper a random search for Nutrien
May 27 (Reuters) - BHP Group (BHP) is in discussions with fertilizer maker Nutrien Ltd NTR.TO about a partnership in the miner's massive potash project in Canada, Bloomberg news reported, citing sources. - 2021
Nutrien 2022 Annual Report
Market share prediction from Wood McKenzie
LFP is
Lithium - Lilac IX tech
Iron - BHP, RIO, FMG/FFI?
Phosphate - Nutrien a potential source?
Off the back of the Arminera conference 29 May :
The Australian companies that participated in the new edition of Arminera were BHP, Allkem, FFI / FMG, Lake Resources, Power Minerals; and service and technology companies: Ausenco, Glencore Technology, Groundprobe, IMDEX, Mineral Technologies, Orica, Saxum, Worley, as well as the State of Victoria Trade and Investment Promotion Agency, Global Victoria.
And this :
April 5 BHP's exploration accelerator to open to uranium, lithium finds
There is certainly room to wonder where BHP will land in this space.
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