The Growing Importance of Food Security | Christopher Ecclestone
Christopher Ecclestone, principal and mining strategist at Hallgarten & Company, analyzes the global fertilizer market amid geopolitical disruptions linked to war and potential shipping constraints through the Strait of Hormuz. He examines supply challenges for petrochemical-based fertilizers, particularly urea and nitrogen products, alongside knock-on effects affecting potash and phosphates. Ecclestone also discusses the vulnerability of…
Christopher Ecclestone Predicts Silver as 2026 Best Performer
Christopher Ecclestone Predicts Silver as 2026 Best Performer
Russia and Belarus Potash Conundrums in the Baltic Sea
Potash fertilizer is where the discussion gets even more complicated. Belarus is in court with the EU to undo the sanctions that were placed on the country’s potash fertilizer exports through the Baltic Sea. Lithuania is the key problem here. The Belarus government filed a lawsuit against a bulk cargo terminal in Lithuania, Biriu Kroviniu…
BRICS Momentum Outshines Canadian Potash Projects
The EU sanctions have caused a significant shift in Russian and Belarus-origin potash by rail to emerging markets. The BRICS countries have been a highlight in this new trend. The Russian Association of Fertilizer Producers (RAFP) claimed at the BRICS Business Forum in Brazil that Russia produced over 63 million tonnes of mineral fertilizers in…
Many Countries Are Not Happy with the War in the Black Sea
The Russia-Ukraine war intensified on the Black Sea. On July 9, Russia launched 728 drones and 13missiles which was recorded as the largest drone attack since the war began on February 24, 2022. This attack on Ukraine kickstarted US President Trump’s dismay toward President Putin, saying that he was “not happy” with the way things…
Rubidium: Cesium’s Lesser-Known Twin
The mining equities space has seen an upsurge of companies claiming to have Rubidium in their mineralisations. The managements of said companies know little to nothing about Rubidium and the term “critical mineral” is thrown about with gusto and seemingly lacking awareness that the mineral is NOT on any critical minerals list because it is…