https://www.argusmedia.com/en/blog/2023/August/11/podcast-Inside-Fertilizer-Analytics-Phosphate-rock-and-processed-phosphate?utm_campaign=Oktopost-free-podcasts-fertilizer&utm_content=Oktopost-twitter&utm_medium=social&utm_source=twitter&utm_term=podcast-fertilizer
interesting listen from 6 minutes on
key take away is that seperate supply chains will be needed for lfp batteries that most likely won’t impact existing fertiliser supply
these supply chains will be less price sensitive on rock phosphate as lfp cathode price is mainly driven by lithium
this market will require new rock and purified acid production to meet requirements
what is Avenira proposing
https://www.argusmedia.com/en/blog/2023/August/11/podcast-Inside-...
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