This is a routine volume commitment within an existing long-term framework at market pricing. No material surprise vs expectations. Monitor upcoming quarterly results for potash segment revenue and margin trends, but this filing alone does not warrant a position change.
Price Chart
Executive Summary
ICL announced a potash supply agreement with Indian Potash Limited (IPL) for 375,000 metric tons (plus an option for 50,000 additional tons) at $383/ton CIF FO Indian ports, within the existing 2022-2027 framework. The deal provides volume visibility for the coming year at a price consistent with current market levels, but represents a routine operational update with no financial impact disclosed.
Key Facts
- Agreement with Indian Potash Limited (IPL) for 375,000 metric tons of potash, with option for 50,000 additional tons
- Price of $383 per ton CIF FO Indian ports, in line with current market price in India
- Within framework of five-year supply agreement with IPL for 2022-2027, signed March 2022
- Supply to be delivered over the coming year
Financial Impact
Implied base value of approximately $143.6 million (375,000 tons × $383/ton), plus optional $19.15 million (50,000 tons × $383/ton). No financial impact or margin data disclosed.
Risk Factors
- Actual supply quantities and timing may differ from agreement terms
- Potash market prices could move below the agreed $383/ton, affecting relative competitiveness
- Execution risk on delivering the optional 50,000 tons
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-003308 |
| Document: 0001178913-26-003308-index-headers.html | 0001178913-26-003308 |
| Document: 0001178913-26-003308-index.html | 0001178913-26-003308 |
| Document: 0001178913-26-003308.txt | 0001178913-26-003308 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 7w ago | 6-K | $5.84 $5.02 | ▼ −14.04% | ▼ −13.71% | $4.79 (−17.98%) |
Aug 5, 2026 11w ago | 6-K | $5.23 $5.84 | ▲ +11.66% | ▲ +12.26% | $4.79 (−8.41%) |
Aug 5, 2026 11w ago | 6-K | $5.23 $5.84 | ▲ +11.66% | ▲ +12.26% | $4.79 (−8.41%) |
Aug 5, 2026 11w ago | 6-K | $5.23 $5.84 | ▲ +11.66% | ▲ +12.26% | $4.79 (−8.41%) |
Aug 5, 2026 11w ago | 6-K | $5.23 $5.84 | ▲ +11.66% | ▲ +12.26% | $4.79 (−8.41%) |
Jun 30, 2026 16w ago | 6-K | $5.03 $5.10 | ▲ +1.39% | ▲ +3.58% | $4.79 (−4.77%) |
Jun 23, 2026 17w ago | 6-K | $5.07 $5.32 | ▲ +4.93% | ▲ +3.00% | $4.79 (−5.52%) |
Jun 16, 2026 18w ago | 6-K | $5.41 $5.01 | ▼ −7.39% | ▼ −7.59% | $4.79 (−11.46%) |
Jun 1, 2026 21w ago | 6-K | $6.43 $4.98 | ▼ −22.51% | ▼ −21.22% | $4.79 (−25.47%) |
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