Brazil Potash stock soars after signing major fertilizer offtake deal

Published 21/08/2025, 13:00
© Reuters.

Investing.com -- Brazil Potash Corp. (NYSE-American:GRO) stock rose 30% after the mineral exploration company announced a definitive 10-year offtake agreement with Keytrade Fertilizantes Brasil for up to 900,000 tons of potash annually.

The binding agreement finalizes a memorandum of understanding announced earlier this year and establishes a take-or-pay commitment from Keytrade, the Brazilian subsidiary of global fertilizer trading company Keytrade AG.

"This Agreement with Keytrade is a major milestone in Brazil Potash’s commercial development," said Matt Simpson, CEO of Brazil Potash. "Combined with our existing take-or-pay agreement with Amaggi Exportacão E Importacão Ltda., we now have binding commitments for ~1.45 million tons of our planned ~2.4 million tons of annual production."

The deal represents approximately 30% to 37% of Brazil Potash’s annual production capacity from its Autazes Potash Project. With this agreement, the company has secured binding offtake agreements covering about 60% of its planned production and is in advanced discussions with another potential partner that could increase total committed volumes to approximately 91% of annual capacity.

Key terms of the agreement include a pricing structure with a marketing fee and profit-sharing provision, as well as flexibility allowing Brazil Potash to assign future payment rights to financial institutions for project financing purposes.

The agreement follows Brazil Potash’s recently announced MOU for approximately $200 million in power line construction and a $20 million investment with Fictor Energia for renewable power supply.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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