Lead-Lag Live Global Food Risk: How Brazil’s New Potash Supply Could Reshape Fertilizer, Commodities, and Agriculture
In this episode of Lead-Lag Live, I sit down with Matt Simpson, CEO of Brazil Potash (NYSE: GRO), to break down how the Autazes project could transform fertilizer security for Brazil and shift the balance of power in global agriculture.
From navigating permits and construction milestones to securing long-term offtake agreements for more than 90 percent of expected production, Simpson explains how domestic potash supply could reduce Brazil’s reliance on imports and strengthen global food stability at a time when commodity markets remain volatile.
In this episode:
– Why fertilizer supply is tightening as global agriculture demand accelerates
– How domestic Brazilian potash could reduce geopolitical and logistics risk
– What the Autazes project means for future pricing, imports, and food security
– How infrastructure partnerships are cutting project Capex and speeding timelines
– Why growth in fertilizer demand could reshape commodities in 2025–2027
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