|
Capacity
|
13.2 million tonnes potash
22% of world capacity
|
3.9 million tonnes ammonia
2% of world capacity
|
2.4 million tonnes phosphoric acid
6% of world capacity
|
|
World Position by Capacity
|
#1
|
#4
|
#3
|
|
Raw Materials Availability
|
More than 50 years in reserves in
Saskatchewan at current operating
rates; additional resources in
Saskatchewan and reserves and
resources in New Brunswick
|
Trinidad natural gas producers
have approximately 40 years of
reserves; our contracts with them
are approximately 9% of the total
|
Approximately 90 years in
North Carolina at current
operating rates
|
|
Production Cost Position
vs World Producers
|
Low-cost
|
Trinidad operations low-cost
US operations high-cost
(consistent with all natural gas-based US producers)
|
Low-cost phosphoric acid
Low-cost purified acid
Medium-cost DAP
|
|
Production Facilities
|
Six operations in Canada (plus
interest at Esterhazy)
Investments in Israel, Jordan
and Chile
|
Three plants in the US
Large complex in Trinidad
|
Two mines in the US
Three processing operations in
the US
Seven feed plants (6 US, 1 Brazil)
|
|
Key Cost Sensitivities
|
Operating rate, natural gas,
$CDN/$US exchange rate
|
Natural gas, conversion eficiency,
operating rate
|
Cost of phosphate rock, sulfur,
ammonia; operating rate
|
|
Competitive Strengths
|
Low-cost producer
75% of world excess capacity
Greater exposure to growing
offshore markets
|
Flexible product mix and sources
Close ties to industrial customers
Long-term access to lower-cost
gas in Trinidad
Trinidad close to US market
US distribution system
|
Long-term rock position
High-quality lower-cost rock
Production diversity
Widest product range
Industrial customer base
|
