Why US Fertilizer Supply Could Matter a Lot More Now | Pat Varas - Sage Potash

Описание: In this conversation with Pat Varas, Interim CEO, Sage Potash Corp., we discuss why potash is getting renewed attention in the US, how critical mineral policy could reshape the market, and what that could mean for domestic production. Pat explains why he joined Sage after previously leading Western Potash, why the Utah project stood out to him, and how current supply disruptions, tariffs, and the lack of meaningful US production may be creating a stronger backdrop for a project like this.

What makes this discussion stand out is that it is not just about one company. Pat connects the bigger macro picture, fertilizer demand, potash supply, US critical mineral policy, and price support, to Sage’s next steps on the ground. He also outlines what investors should watch next, from drilling and a resource upgrade to a new 43-101 and the path toward a feasibility study. If you value real mining conversations without the usual noise, like the video, subscribe to the channel, and pass it along to someone else following this market. That support helps us keep bringing on guests like this and asking the questions that matter.

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TheDeepDive.ca Team

Writers: Jordan Lutz & Steve Hyland
Producer: Chriz Rayos
Host: Steve Hyland
Post Production Head: Oveja Rayos

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FULL DISCLOSURE: Sage Potash Corp. is a client of Canacom Group, the parent company of The Deep Dive. Canacom Group is currently long the equity of Sage Potash Corp. The author has been compensated to cover Sage Potash Corp. on The Deep Dive, with The Deep Dive having full editorial control. Not a recommendation to buy or sell. We may buy or sell securities in the company at any time. Always do additional research and consult a professional before purchasing a security.



Disclaimer:
Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.
00:00 Introduction
00:42 Why US Potash Could Matter More Now
02:30 Why Pat Joined Sage Potash
04:58 The Plan to Build This Potash Story
07:14 Why the New Team Matters
10:08 Why Potash Experience Matters In-House
11:20 Exploration Plans
12:24 What Investors Should Watch Next