Potash burning Anglo American I had to comeback to the NPK game after reading the Sunday Times story about the impairment at Anglo American's Woodsmith fertilzer project. The market and majors seem to forget how hard it is to get KCl out of the ground, processed, and back into the soil as fertilizer...
The market cherished Woodsmith when it was under Sirius' management. Now that Anglo tries to bring it to fruition, reality burns: