FULL DISCLOSURE: The Deep Dive is long the equity of Sage Potash.
In this conversation with Pat Varas, Interim CEO, Sage Potash (TSXV: SAGE), we discuss why potash is getting renewed attention in the US, how critical mineral policy could reshape the market, and what that could mean for domestic production. Pat explains why he joined Sage after previously leading Western Potash, why the Utah project stood out to him, and how current supply disruptions, tariffs, and the lack of meaningful US production may be creating a stronger backdrop for a project like this.
What makes this discussion stand out is that it is not just about one company. Pat connects the bigger macro picture, fertilizer demand, potash supply, US critical mineral policy, and price support, to Sage’s next steps on the ground. He also outlines what investors should watch next, from drilling and a resource upgrade to a new 43-101 and the path toward a feasibility study.
FULL DISCLOSURE: Sage Potash is a long investment of Canacom Group, the parent company of The Deep Dive. 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.
