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In this episode, we move to the agricultural inputs sector where fertilizer market experts Luke Hutson and Daniel Fletcher-Manuel discuss potash contracts in China and how this affects the global potash market. Since recording this episode, the Indian potash contract was settled at the end of July. Daniel’s estimate of the value and timing of the Indian contract was revealed to be accurate. Daniel and Luke are analysts at Fertecon, the leading provider of market information and analysis on fertilizers and fertilizer raw materials.
If you prefer, you can read the episode transcript here.
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