EC 209-529-3
Also known as K2CO3 and Potash.
Craig makes safety his first priority after two recent site fatalities, flags FY2026 results (US$33bn EBITDA; US$13bn profit), confirms Jansen first production mid next year and 3–4% CAGR to 2035.
Two fatalities at operations; copper output fell amid planned grade declines, maintenance and weather; Jansen Stage 1 is 87% complete and on track for mid‑2027 start; copper prices ~50% higher YoY.
Preferred partners appointed for Compaction expansion and Cooling Pond Pumphouse to support Bethune capacity growth toward 4 Mt/y.
Bethune mine hit shipment and production records, signed a 30‑year Indigenous‑owned solar PPA, and plans CAD 2.5–3B Ramp‑Up to 2040 to boost output while reducing resource intensity.
Grupa Azoty signed a potash supply deal with Nutrien, ensuring stable quality and supply for NPK fertilizers until 2027.
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