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Newsletter · By Alberto Alvarez · English · Official site

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Aug 18, 2026
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  1. Issue · Aug 18, 2026

    The Phosphate Mirage (opens the original)

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    The Phosphate Opportunity Almost No One Is Talking AboutPhosphate is one of the most important commodities in the world, and one of the most misunderstood.Phosphate is essential to modern agriculture. Without it, crop yields would fall dramatically and a large share of global food production would be at risk. Demand is extremely price inelastic. Even significant price increases tend to have only a limited impact on consumption because there is no practical large scale substitute. And yet most in

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