Potash (potassium) is a finite, non-renewable element essential to all agriculture with no substitute; 70% of the world's 150-year supply of phosphate reserves are in Morocco, and potash is largely concentrated in Belarus and Russia, creating geopolitical vulnerability and causing African food shortages when supply is disrupted by war.

factualpending

Speaker

Jeremy Grantham

Evidence Quote

Phosphate is 70% in Morocco... potash is very largely in Belarus and Russia... Half of the African countries are short of potash this year because of the war

Source

GMO's Jeremy Grantham | Investing Legend InterviewThe Intrinsic Value Podcast
Created: 8/11/2026, 1:52:53 AM

My Notes

Loading notes...