Tuesday, October 7, 2025

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Four Countries Control the Fertilizer That Feeds the World | Sage Potash

FULL DISCLOSURE: Sage Potash is a sponsor of theDeepDive.ca.

Tim Mizuno, President & COO, and Shilo Sazwan, Strategic Operations Partner of Sage Potash (TSXV: SAGE), lay out just how dependent the US has become on imported potash and what it takes to compete against the global giants that control this market. They walk through Sage’s approach to building a domestic solution-mined project that could supply farmers directly, which is no small undertaking given the entrenched competition.

The conversation covers everything from pricing dynamics and logistics challenges to the permitting process and potential partnerships they’re exploring. Tim and Shilo connect the dots between potash supply and food security, explaining why having domestic production capacity matters more now than it has in years.


FULL DISCLOSURE: Sage Potash is a client of Canacom Group, the parent company of The Deep Dive. Canacom Group is currently long the equity of Sage Potash. The author has been compensated to cover Sage Potash on The Deep Dive, with The Deep Dive having full editorial control. Not a recommendation to buy or sell. We may buy or sell securities in the company at any time. Always do additional research and consult a professional before purchasing a security.

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