智通财经网·2025-12-18 07:04Group 1: Market Impact - The recent accident at Mosaic's Esterhazy potash mine has disrupted potash supply, potentially leading to higher prices due to tighter global supply-demand dynamics [1][2] - The Esterhazy mine has a nameplate capacity of 7.8 million tons per year, accounting for approximately 11.96% of the global potash production capacity projected at 65.2 million tons for 2024 [2] Group 2: Price Trends - The price of potassium chloride is expected to remain high due to winter storage demand and cost support, with a current price of 3,272 CNY per ton, reflecting a year-on-year increase of 28.82% [4] - A recent agreement for the 2026 potash import contract at $348 per ton (CFR) indicates an upward price trend, with a slight increase of $2 per ton compared to the previous year [3] Group 3: Company Recommendations - Salt Lake Co. has a production capacity of 5 million tons per year and ranks fourth globally, although its production decreased by 11.76% in the first half of 2025 [5] - Yara International has a capacity of 2 million tons of potassium chloride, with ongoing projects expected to enhance production [5] - Oriental Tower's subsidiary in Laos holds significant potash resources and is advancing its production capacity, with a current output of 59.69 thousand tons [5]