K+S wird unterschätzt

mit vielen Infos zu Indien/China/Belarus. Kleiner Auszug:

"India prices according to our Q4 price which was $445.
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So, keep in mind that 1.3 million tons, the rumor in China is that prices are going to be between $500 and $600 depending who you ask. If you ask some of those folks that are close to the suppliers, they'll tell you $600 and above.
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Look, first of all, a lot of what we know we read like you guys. So, what we know about Belarus is that, first of all, everybody knows that there's 14 million tons that they bring into the market, they could bring to the market this year. 90% of their product goes through Lithuanian Railways to Klaipėda Port, and that's not happening anymore since February 1. From what we understand, there's no alternative that fixes the situation for them unless, of course, sanctions go away. So, we understand that some product has been pre-sold to Brazil. There's some talk that maybe given that they're somewhat blocked from the international banking system because of US sanctions, there's some talk that or we read like you guys that maybe India will buy in rupees a 1 million tons which we don't know how it gets to India but that's something that we've heard. There may be some product in some ports close to customers, but probably not very much.
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Yeah. That really helps. So, if I understand you correctly, you expect there will be about 10 million to 12 million tons shortage. Is that fair to say?
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Raviv Zoller A President & Chief Executive Officer, ICL Group Ltd.