Mosaic Q4 2022 Conference Call-02232023Mosaic Q4 2022 Conference Call
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China: a significant portion of phosphoric acid is now being directed to industrial uses, including the battery.
USA: ....in our shift away from commodity fertilizers and opens up new markets like food production and batteries. A test plant, a pilot study now for our own purified phosphoric acid, “construction of a purified phosphoric acid test plant in North America”......
…. We are capable of making the grades of purified phosphoric acid required for batteries. A number of LFP projects in the US and we are in discussion with some of those. There is a huge desire amongst those battery manufacturers to have one, a shorter supply chain, i.e., a more stable supply chain out of the US. ...A lot of these subsidies and stuff require that the US content to be there. So there is a number of reasons why the market is very interested....