Brazil Potash Corp

01/06/2026

The Autazes Potash Project continues to advance through direct engagement with key stakeholders in Amazonas.

Last month, our CEO Matt Simpson, Potássio do Brasil President Sérgio Leite and Project Director Raphael Bloise hosted international investors at site, alongside meetings with state leadership and local communities, including participation in the Mura People of Autazes Gathering.

These engagements reflect what is critical to the project’s progress: alignment with government, ongoing dialogue with Indigenous and local communities, and transparency with the investment community.

The Autazes Project is positioned to expand Brazil’s domestic potash supply — reducing reliance on imports and supporting one of the world’s most important agricultural regions.

Continued progress on the ground reinforces both the strategic importance and long-term value of the project.

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25/05/2026

- How are shifting global trade flows, tariffs, and supply chain realignments impacting fertilizer markets?

In this recent interview, Brazil Potash CEO Matt Simpson shares insights on:

• The growing concentration of global potash supply
• How geopolitical dynamics and trade policies are reshaping markets
• Why Brazil is emerging as a critical region in the global agricultural and fertilizer landscape

The conversation highlights how changes in global trade — from North America to Latin America — are influencing both fertilizer demand and long-term supply dynamics.

Watch the full interview to hear Matt’s perspective:

🔗 https://ir.brazilpotash.com/resources-media



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07/05/2026

A recent The Globe and Mail feature on BHP’s Jansen project highlights something bigger than a single mine — it reflects a global shift in how countries and companies are thinking about fertilizer supply.

Potash is increasingly viewed as a “future-facing commodity”, driven by a simple reality: global food demand continues to grow, while arable land does not.

At the same time, the industry remains highly concentrated, capital-intensive, and exposed to geopolitical and logistical risks — from trade disruptions to shipping constraints.

As highlighted in the article, new supply is emerging globally, including projects in regions such as Brazil.

This reflects a broader trend:
the need to diversify supply and bring production closer to key agricultural markets.

Brazil Potash’s Autazes Project is part of this shift — focused on supporting domestic production in one of the world’s most important agricultural regions.

In a world where food security, supply chains, and resource sovereignty are increasingly interconnected, potash is moving to the center of the conversation.



https://www.theglobeandmail.com/gift/1503b9d7aa28fa74332cb0c14f68e9619a1b11ec1d0fd13ccb1c2d0bb94cbf51/FSPMBYIFXBER3ALPPOXKXGTL7A/

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06/05/2026

Brazil Potash has awarded the FEED contract for key surface facilities and infrastructure at the Autazes Project to Wood and Promon Engenharia.

The scope includes the processing plant, tailings facility, river barge port, and ~13 km road upgrade connecting the plant to port.

This is an important step toward bankability, supporting the engineering, cost accuracy, constructability, risk assessment, and ESG documentation required by lenders as the Company advances financing discussions.

Read more: https://ir.brazilpotash.com/news-events/press-releases/detail/58/brazil-potash-awards-front-end-engineering-design-feed-contract-for-surface-facilities-and-infrastructure-to-wood-and-promon-engenharia-advancing-bankability-of-the-autazes-project

22/04/2026

Brazil currently imports ~95% of its potash — making its agricultural sector highly dependent on global supply chains.

Today, those supply chains are becoming more volatile. Fuel prices have risen ~20% in recent weeks, increasing shipping and transportation costs worldwide. For a country reliant on long-distance fertilizer imports, that pressure flows directly into higher input costs for farmers.

Brazil Potash is advancing a domestic solution for this gap. The Autazes Project is expected to produce approximately 2.4 million tons of potash annually — enough to supply about 20% of Brazil’s current demand.

By producing potash within Brazil, the project aims to reduce exposure to fuel-driven logistics costs, foreign exchange volatility, and global supply disruptions.

Strengthening local supply is not just an economic opportunity — it’s a strategic step toward greater food security.

Learn more: https://ir.brazilpotash.com/why-invest



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20/04/2026

Most market attention today is focused on energy.

But the second-order effects are already moving through the system.

Energy shocks don’t stop at oil — they flow into logistics, fertilizers, and ultimately food production.

Fertilizer markets don’t react instantly. They move through behavior:

• Delayed purchases
• Lower application rates
• Changes in crop planning

By the time these effects are visible, they are already embedded in future harvests.

This dynamic is particularly relevant for Brazil — one of the world’s largest agricultural producers and the largest importer of potash.

The implication is clear: timing and supply security matter more than ever.

Read the full article for a deeper look at how these macro forces are playing out:
🔗 https://x.com/drewcrawford_/status/2037162866449502446?s=46

16/04/2026

"Brazil needs to produce fertilizers.” — Aloizio Mercadante, President of BNDES.

A clear message from Brazil’s development leadership on a critical structural issue.

Despite being one of the world’s largest agricultural producers, Brazil remains heavily dependent on imported fertilizers — leaving the country exposed to global supply disruptions, geopolitical tensions, and rising input costs.

Recent global developments including Middle East war have reinforced these risks. Volatility in energy markets and increasing pressure on key supply routes continue to impact fertilizer availability and pricing worldwide.

At the same time, Brazilian farmers face tighter margins, higher financing costs, and growing uncertainty around input availability for future harvests.

Strengthening domestic fertilizer production is increasingly being viewed as a strategic priority — not only for agriculture, but for broader economic resilience and global food security.

The message is clear: reducing external dependence will require coordinated action, long-term investment, and policy ex*****on.

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No programa de Miriam Leitão, que vai ao ar nesta quarta-feira (18), às 23h30, o presidente do BNDS, Aloizio Mercadante fala sobre as ações recentes do banco...

14/04/2026

We are pleased to share that Brazil Potash will be presenting at the Water Tower Research LLC Insights Conference on April 15 at 8:30 a.m. ET.

Matt Simpson, CEO of Brazil Potash, will be presenting and discussing the company’s strategy, the importance of domestic potash supply in Brazil, and the broader role potash plays in supporting food security and agricultural resilience.

Register here: https://event.webcasts.com/starthere.jsp?ei=1756893&tp_key=9887b91f93

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01/04/2026

As global exported grain flows keep re-routing toward South America, one thing becomes clearer: food security isn’t just about sourcing food — it hinges on growers access to key inputs.

From an investor lens, here’s what tends to stand out in a Brazil-focused potash story like Autazes:

Large domestic market with import exposure: Brazil has historically imported 95%+ of its potash needs, creating a strategic risk and incentive for local supply.

Scale + relevance: Autazes is designed around ~2.4 Mt of capacity, positioned to supply a meaningful share of Brazilian demand over time.

Commercial structure: The Company has secured offtakes covering 91% of planned production through binding take-or-pay agreements — a structure that can support financing discussions and planning discipline.

Logistics logic: Shorter delivery windows matter in agriculture. (The article cites company estimates on delivery time and landed-cost advantages.)

If you’re watching fertilizer names, the question is often simple: where does our food come primarily come from and what are its greatest sustainability risks?

https://finance.yahoo.com/news/brazil-potash-corp-rare-disruptor-173347578.html?guccounter=1

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Download the Complete Report Here By Rayk Riechmann Mineral exploration and development specialist Brazil Potash Corp. (NYSE: GRO) is advancing efforts to become Brazil’s largest potash fertilizer mining company. For investors, there’s an opportunity to bet on a rare disruptor in a gigantic mark...