• Most phosphate fertilizer and raw materials prices remain historically elevated as trade restrictions and limitations keep global supply tight
• US phosphate fertilizer prices seeing persistent premiums as domestic output declines and countervailing duties on key offshore suppliers remain
• Potash (MOP) prices languish despite record demand as the impacts of western sanctions diminish and heavy supply from Russia and Belarus returns
• Lack of DAP/MAP availability seeing consumer preferences turn towards alternative phosphate products
• LFP production adding growth to specialty phosphate market, but regionalising LFP supply chains facing huge challenges from China’s early dominance of the sector
• Specialty potash sector seeing record price premiums as depleted project pipeline contrasts that of the MOP industry

Outlook for the North American Phosphate Market in a Global Context

• Current phosphate market conditions and drivers to watch in 2025
• A deep dive into the North American phosphate supply and demand dynamics
• Exploring the diverse end-uses of phosphates and potential emerging markets

• The roleof phosphates in driving higher yields – historic and present perspectives.
• Maintaining the checking account balance – nutrient removal and soil sample trends for phosphate.
• Grower viewpoints on ROI with phosphate fertilizer.
• Phosphates in future sustainable intensification.
• Opportunities to improve uptake efficiency.

• Status of the Upstream supply chain & why buyer want independent sources of supply.
• Challenges of financing new projects.
• Investor risk considerations.
• Pathway to financing.
• Modelling bankable projects.

• Why key focus at IFDC?  Role of P fertilizers in food and nutritional security and environmental health.
• P fertilizer production.
• Phosphate rock – current and future directions.
• P fertilizer use efficiency – evaluation, analytical.
• Opportunities for decentralization and recycling.

• The need for collaboration
• Adoption of new technologies and adaptation of existing ones for avoidance of waste, circularity of materials and digitalisation.
• How collaboration can help foster innovation for the future.
  

• Fertilizer affordability
• Agricultural landscape
• Demand drivers
• Fertilizer demand implications
  
  

• The lack of a LFP supply outside China is the final barrier to global uptake.
• Policy and market forces are spurring incumbent Asian LFP CAM producers to accelerate their overseas plans.
• This will precipitate a shift in regional speciality phosphate demand outside China.
• Yet the higher costs and risks are hindering more profound investments.
• We will examine how, where, and when local production of LFP precursor and cathode material can be established.

• Mitra Chem: IRA-compliant FEOC-free iron-rich cathode scale-up and innovation
  
  Scaling up iron-rich cathodes that are IRA and FEOC compliant
• Machine learning platform that accelerates lab-to-scale timeline for new battery materials by 10x
• Beyond industry-standard LFP, Mitra Chem has developed an LMFP partnership with Saint-Gobain Ceramics

• Lower Moroccan exports continue to support prices of higher-grade phosphate rock – could new capacity additions alter the sector’s price outlook?
• China’s emergence as a major rock importer has provided a key outlet for lower-grade suppliers. Can this continue amid indications of expanding domestic capacity?
• New export-orientated rock suppliers finding homes for product, but can further advancement of greenfield projects alter the supply outlook for the industry?
• Animal feed phosphate demand growth has been lacking in recent years – what could potentially change the industry’s outlook?