● Strategic Location: Flagship Autazes project is located very close to one of the world’s most prolific agricultural regions. This critical factor cuts average shipping times from 107 days to as little as 2.5, while cutting costs roughly in half.
● Mining Ready Infrastructure: Resources are defined, offtake and shipping agreements are secured, and mine construction is about to be underway. The company stands at a pivotal moment as it moves towards production.
● 23+ Years of Returns: Once operating at full capacity, the project is expected to produce ~2.4 million tons of potash annually, over a23-year mine life. At current potash prices of $292 per ton of muriate of potash (MOP), that translates to roughly $700 million annually.
Investors who follow the name Mayo Schmidt know what to expect when it comes to his record of building agricultural powerhouses. Under his guidance, Nutrien’s annual revenues climbed from ~$9 billion to ~$28 billion - a whopping 318% rise.
[i]
He was the former founder and CEO of Viterra Inc., a company he built from a ~$40M regional cooperative to a global business with ~$800M in EBITDA over a 12-year period prior to being acquired by Glencore.
[ii]He’s held senior positions in ConAgra Grain, General Mills, and Hydro One Limited -Canada’s largest utility. And he served on Agrium’s board of directors, overseeing a transformative merger with Potash Corporation to form Nutrien that catapulted the company to global recognition, and delivered a win to early investors.
Now joining Brazil Potash, Schmidt supported the company through a $30 million IPO this past November, alongside CEO Matt Simpson – and Wall Street took notice.
That attention is well warranted - because while Brazil Potash (NYSE-A:GRO) may not have produced a single ounce of potash yet – the company has the potential to completely transform the global fertilizer market and bolster global food security.
You see, the company’s flagship Autazes project is home to Brazil’s largest known potash deposit. And while Brazil is one of the world’s top agricultural suppliers, the startling fact is that they import 98% of the potash they use for fertilizer.
By securing a foothold in one of the most critical hubs for global agriculture, Autazes represents a rare opportunity—an asset with defined resources, locked-in demand, and a leadership team with a history of delivering shareholder value.
Participating alongside Schmidt is an elite team of industry and political heavy weights, including Brazil’s former Attorney General, a former Minister of Agriculture, a former Senator from the country’s largest farming region Mato Grosso State, and SALIC’s (Saudi Agriculture and Livestock Investment Company) former head of Agriculture Supply Chain Investments. With deep regulatory expertise and extensive networks, this team is strategically positioned to drive the project forward.
A New Global Hotspot For High-Grade Potash
As one of the
largest agricultural exporters in the world, Brazil plays a
pivotal role in global food production, responsible for
1 in every 10 meals consumed worldwide.
[iii]
It is a leading supplier of
soybeans, corn, sugar, coffee, and beef, feeding markets across
North America, Europe, and Asia.
[iv]
Yet, despite being an
agricultural powerhouse, Brazil faces a
critical supply chain problem—it
imports nearly 98% of its potash supply, making it one of the most
import-dependent agricultural economies in the world.
[v] Brazilian farmers consume over 20% of the world’s seaborne potash, yet they pay a steep premium due to long-haul shipping costs and supply chain inefficiencies..
This heavy reliance on foreign producers—primarily
Canada, Russia, and Belarus—leaves Brazil’s
$125 billion agricultural sector vulnerable to
price volatility, geopolitical risks, and supply disruptions.
[vi] 
Brazil Potash (NYSE-A:GRO) is positioned to change that. Strategically located near one of the world’s most productive farming regions, Autazes offers a clear competitive edge over legacy potash producers..
The total cost to extract, process, and deliver potash from Autazes is expected to be lower than the transportation cost alone of importing fertilizer from overseas.
In addition, the transit time from Autazes to Brazil’s main farming regions is expected to be just 2.5 days—a stark contrast to the 100+ day shipping timelines required for deliveries from major potash producers in Canada or Russia.
And now, after 14 years of exploration and more than $242 million invested in the Autazes Project, Brazil Potash is on the path to production.
With mine construction set to begin, the project is at a pivotal moment. Key permits are in place, marking a major step toward full-scale development.
A pre-feasibility study has confirmed the project’s immense potential, with economically recoverable reserves of 69million tons grading 28.9% MOP (Muriate of Potash), and an additional 122million tons of probable reserves grading 27.5%.
Once at full operational capacity, Autazes is projected to produce 2.4 million tons of potash annually, meeting around 20% of Brazil’s current potash demand.
At current market prices of $292 per ton of muriate of potash (MOP), this equates to approximately $700 million in annual revenue—a stable and scalable revenue model that aligns with the long-term growth of global agriculture.
While the mine is initially expected tooperate for 23 years, this estimate is based on exploration of only ~5%of the project’s potentially mineralized basin. With further exploration,management believes the resource could potentially support production formultiple generations, securing Brazil’s position as a major player in theglobal potash market.
Primed for execution, Brazil Potash is now securing strategic partnerships to pave the way for future planned production. The Amaggi Group, one of the world’s largest private soybean producers with nearly $8 billion in annual revenue, has committed to a significant off take agreement of 550,000 tons per year.
[vii] More recently, Keytrade, a Swiss-based global leader in fertilizer trading, has signed a memorandum of understanding for a potential offtake of up to one million tons per year from Autazes.
[viii]A dedicated onsite processing plant will enable rapid refinement and distribution. And to further cement their logistical advantage, Brazil Potash has secured a 15-year shipping agreement with Hermasa, which includes exclusive river barge transport rights. This ensures a consistent supply chain to Brazil’s major farming regions.
With only one other company currently mining potash in Brazil - Brazil Potash is securing a foothold in a high-growth market.
Uniquely Positioned To Capture Market Share
This marks one of the most pivotal moments in the lifecycle of a mining company—the transition from years of development to the early stages of commercial production and revenue generation. It’s a milestone that often signals real growth, not just in operational terms, but in institutional interest and acquisition potential.
For larger producers seeking to expand their foothold in the potash market, Brazil Potash represents a rare combination of scale, cost-efficiency, and strategic positioning. It’s the type of asset that naturally attracts attention from acquisition-driven industry leaders, eager to secure high-margin supply before the competition does.
That interest has already begun to materialize. In
November, Franco-Nevada, one of the world’s largest royalty and streaming companies,
came on board as a cornerstone investor, securing an option to purchase a
4% royalty on gross revenue in exchange for making a significant investment in construction of the project[ix]—a move that underscores institutional confidence in the long-term viability of the Autazes project.
The project’s clear logistical advantage was not lost on Franco-Nevada. While established producers may have the size, expertise, and resources,- when it comes to the economics of selling potash into Brazil, they are at a major transportation distance and resulting cost disadvantage. The moment this new source of potash enters the supply chain, Brazil Potash could quickly capture market share.
It’s this
unbeatable edge that drew in Mayo Schmidt, whose former tenure as
Chairman and CEO of Nutrien put him at the helm of the world’s largest potash producer. With a deep understanding of global market dynamics and
first hand experience scaling billion-dollar operations, Schmidt’s involvement further reinforces the project’s
investment appeal.Growing Demand For The World’s Most Essential Mineral
For decades, experts have been warning that over-cultivation has stripped traditional farmlands of the nutrients they need for production.
Add to that a growing global population, which the United Nations projects will require global food production to increase by 70% by 2050. To put that in perspective, it means the world will have to produce nearly double the food it produces today, within 2 decades.
In 2023 alone, nearly
282 million people faced severe food shortages[x]—a stark indication of the need to bolster agricultural resilience worldwide.
At the core of this issue lies a vital resource that’s often overlooked:
potash, a potassium-rich mineral crucial for crop growth and yields.
One of the three key ingredients in fertilizer and arguably the most important, potash is crucial for enhancing crop growth by improving resilience against drought, temperature swings and pestilence, ultimately increasing crop yields.
That’s Why 77 Hedge Funds Are Betting Big OnThis Off-Radar Mineral
This heightening demand has led market analysts to predict that the potash market will grow from $57.74 billion in 2022 to $93.50 billion by 2032,
a staggering 62% increase.[xi]
Despite its critical role in agriculture, potash remains overlooked by many investors—but hedge funds aren’t making that mistake.
In recent months, 77 hedge funds have been quietly increasing their exposure to the potash sector, pouring millions into companies positioned to capitalize on this essential commodity. With demand outpacing supply and potash prices climbing, institutional investors are looking for early-stage opportunities in companies poised to reshape the global fertilizer supply chain.
The convergence of global food demand, surging potash prices, and Brazil’s need for a stable supply chain has created a prime investment environment. With hedge funds already betting big on the sector, Brazil Potash stands out as a company actively transforming the market, not just participating in it.
As it moves closer to bringing domestic potash production online, Brazil Potash is on track to become a cornerstone of Brazil’s agricultural economy—a shift that could reshape global fertilizer markets and deliver long-term value to early investors.
Backed By Financial Powerhouses: A Shareholder Base Built For Success
Brazil Potash Corp. (NYSE-A: GRO) is backed by some of the most well-respected names in resource investment, reinforcing institutional confidence in the company’s long-term potential. With backing from major Wall Street underwriters Cantor, Bradesco BBI, Freedom Capital Markets, Clarkson Securities and Roth Capital Partners, this is a rare chance to get in early with the smart money. These financial heavyweights bring not only capital but also strategic expertise, ensuring a robust foundation as the company advances toward production.
Here’s the breakdown of its powerhouse investors:
CD Capital: With a commanding 29.1% stake, this strategic investment group specializes in natural resources, bringing unparalleled financial strength and credibility to Brazil Potash (NYSEAMERICAN:GRO). Their involvement is a testament to the company’s long-term potential.
The Sentient Group: Holding 19.4%, this prominent resource-sector investor adds depth and experience to Brazil Potash’s growth strategy, ensuring that the company is well-positioned to capitalize on emerging opportunities.
Forbes & Manhattan: At 10.8%, this renowned investment bank and advisory firm provides critical strategic insights and a vast network of industry connections, perfectly aligning with Brazil Potash’s (NYSEAMERICAN:GRO) goals for expansion and success.
Diverse Investor Network: The remaining 40% of shares are held by a mix of individual and institutional investors. This diversified ownership structure ensures financial flexibility and broad market support as the company moves toward full-scale operations.
With backing from some of the most influential names in resource investment, Brazil Potash is positioned for success, leveraging both financial firepower and strategic expertise to accelerate its growth trajectory.
Top 5 Reasons to Add Brazil Potash (NYSE-A:GRO) to Your Watchlist
With this robust financial backing, Brazil Potash is primed for sustainable growth. The Autazes project’s progress toward production positions the company as a potential disruptor in the global potash market. Here’s why it should be on your watchlist:
- Critical Market Demand– The global potash market is projected to reach $93 billion by 2032, driven by rising global food demand and the need for higher crop yields. Potash is an irreplaceable agricultural input, making it a key commodity for long-term growth.[xii]
- Brazil’s Agricultural Power & Supply Chain Disruption – Brazil produces 1 in 10 meals consumed worldwide yet imports nearly 98% of its potash. The Autazes Project is set to change that by supplying up to 20% of Brazil’s domestic potash demand, reducing import reliance and stabilizing costs for farmers.
- Strong Institutional Backing – 77 hedge funds are betting big on potash, and Brazil Potash’s recent $30 million IPO on NYSE American attracted major Wall Street underwriters, including Cantor, Bradesco BBI, Freedom Capital Markets, Clarkson Securities, and Roth Capital Partners. This level of backing signals strong confidence in the company’s future.
- Cost & Logistics Advantage Over Global Competitors – Unlike North American and Russian producers, which rely on long-haul shipping, Brazil Potash can deliver potash to domestic markets in just 2.5 days, dramatically cutting transportation costs and securing a competitive pricing edge.
- Early-Stage Entry in a High-Growth Sector – With potash demand soaring and institutional investors already moving in, Brazil Potash is an early-stage opportunity with massive growth potential. As the company nears production, its valuation and market position are set to increase, making it an attractive long-term play.
Backed by financial heavyweights and a clear roadmap to profitability, Brazil Potash Corp.(NYSEAMERICAN:GRO) is an early-stage opportunity that investors can’t afford to overlook. With confirmed resources, secured offtake agreements, and mine construction set to begin, the project is entering a critical phase—one that positions it as a cornerstone of Brazil’s agricultural future.
