Israel Chemicals Ltd at Bank of America Merrill Lynch Global Agriculture & Materials Conference Transcript

Feb 10, 2024

Feb 27, 2020 / 06:30PM GMT
Alexander Jones - BofA Merrill Lynch, Research Division - Analyst

Thanks very much for joining. I'm Alex Jones from the European Chemicals team, and I'm delighted here to host ICL and Limor Gruber, who's the Head of Investor Relations there.

So I'll hand it over to you, go through a couple of slides, and then we'll go into Q&A from there.

Limor Gruber - Israel Chemicals Ltd. - Head of IR

Yes. I'll start with a quick introduction to put us all more or less on the same page and then we'll go to the Q&A.

So ICL, what is the company or how would we describe the company? We have 3 value chains: bromine, potash and phosphate. Of course, based on our natural resources in the Dead Sea, in the Negev Desert in Israel and in the Yunnan province in China. In each of these value chain, we have some sort of leadership position. And let me just go through it.

So in the bromine, we are the clear leader of the market. We have 40% of capacity, about 1/3 of production. We have most of the excess capacity in the market. And as a responsible

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