Global Food Risk: How Brazil’s New Potash Supply Could Reshape Fertilizer, Commodities, and Agriculture

In this episode of Lead-Lag Live, I sit down with Matt Simpson, CEO of Brazil Potash (NYSE: GRO), to break down how the Autazes project could transform fertilizer security for Brazil and shift the balance of power in global agriculture.

From navigating permits and construction milestones to securing long-term offtake agreements for more than 90 percent of expected production, Simpson explains how domestic potash supply could reduce Brazil’s reliance on imports and strengthen global food stability at a time when commodity markets remain volatile.

In this episode:
– Why fertilizer supply is tightening as global agriculture demand accelerates
– How domestic Brazilian potash could reduce geopolitical and logistics risk
– What the Autazes project means for future pricing, imports, and food security
– How infrastructure partnerships are cutting project Capex and speeding timelines
– Why growth in fertilizer demand could reshape commodities in 2025–2027

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

Support the show