Question · Q4 2025
Nicole Grueneberg asked about current potash demand dynamics, the 1Q order book, potential demand destruction due to affordability, unit economics for the lithium project, and the outlook for Oil Field sales after a significant decline in 2025.
Answer
Zachry Adams, VP of Sales & Marketing, confirmed the 1Q potash order book is almost fully committed with no significant demand destruction, expecting stable demand for spring. Kevin Crutchfield, CEO, stated the company is not yet prepared to discuss lithium project unit economics, promising updates as engineering progresses. Regarding Oil Field sales, Mr. Crutchfield indicated the company's intent to transact on the asset, making further outlook comments speculative.
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