Jose de la Puente
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Jose de la Puente
Why Agrium’s wholesale margins are good but could be better
Intrepid Potash (IPI) only produces potash, Mosaic (MOS) only produces potash and phosphate, and CF Industries (CF) only produces phosphate and nitrogen.
The Phosphate segment of PotashCorp
The phosphate segment generates 11% of PotashCorp’s gross profits. PotashCorp categorized phosphate sales in two segments: fertilizer, and feed and industrial. The company manufactures and sells solid (DAP & MAP) and liquid (MGA and SPA) phosphate fertilizers, as well as phosphate feed and industrial acid, which are sold to the feed and industrial segment. The […]
The Nitrogen business of PotashCorp
Nitrogen represents roughly a third of PotashCorp’s (POT) gross profits. The company produces 5 types of nitrogen fertilizers: ammonia, urea solids, nitrogen solutions, nitric acid, and ammonium nitrate solids, ammonia and urea being the most important. In the American market, CF Industries (CF) is the largest nitrogen producer with capacity of around 14.2 million tonnes, followed […]
PotashCorp: An investor’s guide to the fertilizer giant
PotashCorp (POT) is one of the largest fertilizer producers in the world. PotashCorp produces and sells potash, nitrogen, and phosphate—all three types of fertilizers on the market.
Key trends Intrepid Potash investors should watch for in 2014
After a year of declining sales and increasing costs, management seems much more optimistic regarding potash as well as Langbeinite.
IPI’s cost structure and profitability analysis
IPI experiences a much higher cash production cost for the fertilizers compared to its peers.
IPI’s sales drivers: A look at the magnified image
Investors must keep in mind that IPI is not necessarily balancing its product portfolio but is a victim of lower potash prices.
Why IPI needs large investments to expand
Most of IPI’s capital expenditure is divided between buildings and plants, and machinery and equipment.
Intrepid Potash’s solar solution mining process
IPI produces potash and langbeinite, and sells them to the agriculture, industrial, and feed markets; as of 2013, its sales are expected to remain in the U.S. market.
A closer look at Mosaic’s phosphate and potash fertilizers costs
The cost of goods sold (COGS) includes all that’s needed to produce a product to be sold. Some of these costs for MOS are wages (6.19%) and depreciation expenses (4.19%).
The Mosaic Company: An investor’s guide to MOS’s business
The Mosaic Company (MOS), headquartered in Plymouth, Minnesota, is the largest combined phosphate and potash producer in the world.
