In this episode of Lead-Lag Live, I sit down with Matt Simpson, CEO of Brazil Potash (NYSE: GRO) , to break down how the Autazes project could transform fertilizer security for Brazil and shift the balance of power in global agriculture. From navigating permits and construction milestones to securing long-term offtake agreements for more than 90 percent of expected production, Simpson explains how domestic potash supply could reduce Brazil’s reliance on imports and strengthen global food stability at a time when commodity markets remain volatile. In this episode: – Why fertilizer supply is tightening as global agriculture demand accelerates – How domestic Brazilian potash could reduce geopolitical and logistics risk – What the Autazes project means for future pricing, imports, and food security – How infrastructure partnerships are cutting project Capex and speeding timelines – Why growth in fertilizer demand could reshape commodities in 2025–2027 Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show
