Full year earnings report for compass minerals (CMP) who supply SOP in the US as well as other products. SOP price received was US$805 however volumes were lower than expected and the company forecast lower SOP prices for the first half of 2016. Not clear how much of the CMP sales gap is due to the AG market conditions and how much is from competition from non US SOP suppliers taking volume from CMP due to strong $US.
http://phx.corporate-ir.net/phoenix.zhtml?c=148615&p=irol-presentations
http://phx.corporate-ir.net/phoenix.zhtml?c=148615&p=irol-newsArticle&ID=2136531
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