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CRU analyst Humphrey Knight says lithium brine projects will not add significant potash supply, since only some brine projects produce potash as a by-product. SQM is cutting potash output to focus on lithium, which analysts see as a minor factor for the potash market.
Limited potash output from lithium projects means lithium growth is unlikely to add meaningful supply or change potash prices. Potash fundamentals remain driven by fertilizer demand and mining capacity.
mining.comCecilia JamasmieAug 14, 2018Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
