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Itafos Inc V.IFOS

Alternate Symbol(s):  MBCF

Itafos Inc. is a phosphate and specialty fertilizer company. Its businesses and projects include Conda, Arraias, Farim, Santana and Araxa. Conda is a vertically integrated phosphate fertilizer business located in Idaho, United States with a production capacity of over 550 Kiloton (kt) per year of mono ammonium phosphate (MAP), merchant grade phosphoric acid (MGA) and ammonium polyphosphate (APP), and approximately 27kt per year of hydrofluorosilicic acid (HFSA). Arraias is a vertically integrated phosphate fertilizer business located in Tocantins, Brazil with a production capacity of approximately 500kt per year of single superphosphate (SSP) and SSP with micronutrients (SSP+). Farim is a phosphate mine project located in Farim, Guinea-Bissau. Santana is a vertically integrated high-grade phosphate mine and fertilizer plant project located in Para, Brazil. Araxa is a vertically integrated rare earth element and niobium mine and extraction plant project located in Minas Gerais, Brazil.


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Post by JimTorontoon Mar 10, 2022 11:07pm
317 Views
Post# 34505392

National Fertilizer Plan and LFP

National Fertilizer Plan and LFPNational Fertilizer Plan in Brazil
 
National Fertilizer Plan: By 2030, the government envisions at least five auctions of mining areas for phosphate fertilizers. The National Strategy also outlines plans for an addition of two phosphate fertilizers and raw materials producers in new mining areas by 2030, totaling seven producers and increasing that number to 10 by 2040. The goal is to increase phosphate rock exploration by three percent each year through 2030, and by two percent each year until 2050. Brazil intends to enhance its phosphate rock production to reach 27 million tons per year by 2050.”
 
https://apps.fas.usda.gov/newgainapi/api/Report/DownloadReportByFileName?fileName=Brazil%20Agriculture%20Seeks%20Remedies%20for%20Potential%20Fertilizer%20Disruptions_Brasilia_Brazil_BR2022-0017.pdf
 
 
 
 
“The initiative designed by the federal government outlines five strategic objectives: to modernize, REACTIVATE and expand existing fertilizer plants and projects in Brazil”……
 
https://globalfert.com.br/noticias/mercado/plano-nacional-de-fertilizantes-preve-reducao-drastica-de-importacoes/
 
 
 
 
Switch to LFP
 
Electric vehicle maker Rivian ” is following in the footsteps of Tesla and several Chinese automakers by adopting LFP battery cells for its standard-level battery packs.”
 
https://www.cnbc.com/2022/03/10/rivian-changing-battery-cells-to-lfp-following-tesla-and-high-nickel.html
 
 
 
 
The Impact of Nickel Price
“the London Metal Exchange suspended nickel trading on Tuesday morning after three-month contract prices more than doubled to over $100,000 per ton……Not all EVs will be affected. ……LFP technology received a visibility boost in the U.S. when Tesla began using LFP batteries ……with nickel prices skyrocketing, we may — once again — see major global automakers following Tesla’s lead
 
https://www.cnbc.com/2022/03/08/nickel-price-surge-could-threaten-automakers-ev-plans.html

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