Since 1990, the U.S. phosphate industry has undergone dramatic consolidation. The number of fertilizer companies has declined from 18 to just four, and facilities have decreased from 22 to 10. Production has been cut in half, while Florida’s phosphate rock reserves have deteriorated significantly in both quality and volume. As domestic supply tightens and reliance on imports grows, each remaining producer has become increasingly critical.
Itafos, an American pure-play phosphate company, stands out in the industry. It has operated its Conda facility in Idaho, U.S., at nearly 100 percent utilization over the last five years—a level of reliability that sets it apart.
“Our singular focus on phosphate has enabled significant reinvestment in our operations, ensuring that industrial processors, distributors, and farmers across the U.S. have continued access to this indispensable nutrient,” said David Delaney, CEO of Itafos.
Driven by that strategic focus, Itafos maintains a high level of efficiency in meeting customer demand, from ongoing infrastructure upgrades to continuous improvements in its mining processes. Not only at the Conda site, but at their Brazilian site as well, this focus provides a critical advantage in today’s constrained phosphate market.
The Dual-Site Advantage
Itafos owns two vertically integrated phosphate operations, one in Southeast Idaho and the other in Northern Brazil. Conda, the flagship site in Idaho, U.S., produces monoammonium phosphate (MAP) that it sells to a single customer under a long-term offtake agreement. This commercial relationship helps the company maintain operating levels and optimize its working capital investments.
The company is also one of only three producers manufacturing superphosphoric acid in the United States. Conda’s product is a crucial input for corn starter fertilizers, and is essential for early root development, particularly in the wet spring soils of the Midwest. The site undergoes major maintenance turnarounds every year—supported by significant investment—helping to ensure safe operations and consistent, predictable uptime.
While the Idaho operation focuses on MAP and phosphoric acid, the Arraias site in Tocantins, Brazil, supplies direct-application and partially acidulated phosphate rock. By late next year, Itafos plans to bring the site’s beneficiation plant online to also produce single superphosphate (SSP).
Fertilizer consumption in Brazil is currently 45 million tons and projected to reach nearly 73 million tons over the next decade, and Brazil imports roughly 85 percent of its phosphate needs. New capacity at the Arraias site will help meet rising domestic demand while stabilizing global phosphate availability. Recently, Delaney visited the Arraias site and met with several farmers in the region. Their enthusiasm and appreciation for a local, reliable phosphate supply underscored the importance of domestic production.
More broadly, Delaney and his team make an effort to engage with customers directly at events like the annual Southwest Conference. This approach has resulted in consistent positive feedback over the years, affirming Itafos’ role as a trusted and dependable supplier.
“We ship products year-round, ensuring consistent, on-time delivery that supports our customers’ processing, distribution, and retail needs,” Delaney said.
A Strategic Blueprint for the Future of Phosphate
Committed to being a long-term phosphate producer, Itafos has invested millions in converting drilling leases into reserves, particularly in Southeast Idaho. Phosphate mining and permitting are expensive and challenging processes but, over the past five years, the company has generated significant free cash flow that has enabled it to pay down debt, secure permits, and invest more than $100 million in developing a new mine.
Currently, Conda’s mine life extends through 2037, but ongoing drilling adjacent to the existing site is expected to support operations into the late 2040s. The company is also investing another $100 million in a magnesium reduction flotation project to improve phosphate rock quality by lowering magnesium levels.
Itafos is exploring an area near Conda called Husky—land believed to hold decades of phosphate resources. The goal is to convert these into reserves by the early 2030s, reinforcing the company’s long-term sustainability.
The need for new reserves, however, is not just a domestic requirement for the United States or Brazil—it is a worldwide demand. Roughly 30 million tons of diammonium phosphate (DAP) and MAP are traded annually on a global scale. Between 2014 and 2020, China accounted for one-third of this trade, but the country has only 25 to 30 years of phosphate rock reserves left, mostly low-grade. China’s focus has shifted toward securing domestic supply and diverting phosphate to purified phosphoric acid used in lithium iron phosphate (LFP) batteries for electric vehicles.
As a result, China’s DAP and MAP exports are expected to total just 4 to 4.5 million tons this year. To fill this supply gap, Office Chérifien des Phosphates (OCP) and other suppliers such as Saudi Arabia, Russia, and Jordan are running at full capacity. Still, global phosphate supply remains tight. The estimated cost of building a vertically integrated phosphate operation with a mine, mill, and 1-million-ton P₂O₅ plant is nearly $6 billion, creating a major barrier to new capacity.
Looking ahead to 2040, the world will require more phosphate capacity. China’s rapid shift in phosphate strategy caught many by surprise, underscoring the importance of reliable global suppliers like Itafos.
A Team Committed to Excellence
Behind Itafos’ strong reputation stands the company’s exceptional team, with the long-standing employees at the Conda and Arraias sites working together to deliver stability in an uncertain market. The Conda general manager has more than 20 years of experience at the site and leads with deep operational insight, helping Itafos maintain high utilization through effective management. The same is true for the Arraias site in Brazil, where strong local leadership helped bring the plant back online. Across both regions, Itafos ensures a reliable phosphate supply for farmers worldwide.
In today’s constrained phosphate market, Itafos has stepped up. Through a strategy grounded in high utilization, reliability, and reinvestment, the company has built a strong foundation to serve the phosphate needs of both the U.S. and the global market for decades to come.
Itafos, an American pure-play phosphate company, stands out in the industry. It has operated its Conda facility in Idaho, U.S., at nearly 100 percent utilization over the last five years—a level of reliability that sets it apart.
“Our singular focus on phosphate has enabled significant reinvestment in our operations, ensuring that industrial processors, distributors, and farmers across the U.S. have continued access to this indispensable nutrient,” said David Delaney, CEO of Itafos.
Driven by that strategic focus, Itafos maintains a high level of efficiency in meeting customer demand, from ongoing infrastructure upgrades to continuous improvements in its mining processes. Not only at the Conda site, but at their Brazilian site as well, this focus provides a critical advantage in today’s constrained phosphate market.
The Dual-Site Advantage
Itafos owns two vertically integrated phosphate operations, one in Southeast Idaho and the other in Northern Brazil. Conda, the flagship site in Idaho, U.S., produces monoammonium phosphate (MAP) that it sells to a single customer under a long-term offtake agreement. This commercial relationship helps the company maintain operating levels and optimize its working capital investments.
The company is also one of only three producers manufacturing superphosphoric acid in the United States. Conda’s product is a crucial input for corn starter fertilizers, and is essential for early root development, particularly in the wet spring soils of the Midwest. The site undergoes major maintenance turnarounds every year—supported by significant investment—helping to ensure safe operations and consistent, predictable uptime.
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Our singular focus on phosphate has enabled significant reinvestment in our operations, ensuring that industrial processors, distributors, and farmers across the U.S. have continued access to this indispensable nutrient.
While the Idaho operation focuses on MAP and phosphoric acid, the Arraias site in Tocantins, Brazil, supplies direct-application and partially acidulated phosphate rock. By late next year, Itafos plans to bring the site’s beneficiation plant online to also produce single superphosphate (SSP).
Fertilizer consumption in Brazil is currently 45 million tons and projected to reach nearly 73 million tons over the next decade, and Brazil imports roughly 85 percent of its phosphate needs. New capacity at the Arraias site will help meet rising domestic demand while stabilizing global phosphate availability. Recently, Delaney visited the Arraias site and met with several farmers in the region. Their enthusiasm and appreciation for a local, reliable phosphate supply underscored the importance of domestic production.
More broadly, Delaney and his team make an effort to engage with customers directly at events like the annual Southwest Conference. This approach has resulted in consistent positive feedback over the years, affirming Itafos’ role as a trusted and dependable supplier.
“We ship products year-round, ensuring consistent, on-time delivery that supports our customers’ processing, distribution, and retail needs,” Delaney said.
A Strategic Blueprint for the Future of Phosphate
Committed to being a long-term phosphate producer, Itafos has invested millions in converting drilling leases into reserves, particularly in Southeast Idaho. Phosphate mining and permitting are expensive and challenging processes but, over the past five years, the company has generated significant free cash flow that has enabled it to pay down debt, secure permits, and invest more than $100 million in developing a new mine.Currently, Conda’s mine life extends through 2037, but ongoing drilling adjacent to the existing site is expected to support operations into the late 2040s. The company is also investing another $100 million in a magnesium reduction flotation project to improve phosphate rock quality by lowering magnesium levels.
Itafos is exploring an area near Conda called Husky—land believed to hold decades of phosphate resources. The goal is to convert these into reserves by the early 2030s, reinforcing the company’s long-term sustainability.
The need for new reserves, however, is not just a domestic requirement for the United States or Brazil—it is a worldwide demand. Roughly 30 million tons of diammonium phosphate (DAP) and MAP are traded annually on a global scale. Between 2014 and 2020, China accounted for one-third of this trade, but the country has only 25 to 30 years of phosphate rock reserves left, mostly low-grade. China’s focus has shifted toward securing domestic supply and diverting phosphate to purified phosphoric acid used in lithium iron phosphate (LFP) batteries for electric vehicles.
As a result, China’s DAP and MAP exports are expected to total just 4 to 4.5 million tons this year. To fill this supply gap, Office Chérifien des Phosphates (OCP) and other suppliers such as Saudi Arabia, Russia, and Jordan are running at full capacity. Still, global phosphate supply remains tight. The estimated cost of building a vertically integrated phosphate operation with a mine, mill, and 1-million-ton P₂O₅ plant is nearly $6 billion, creating a major barrier to new capacity.
Looking ahead to 2040, the world will require more phosphate capacity. China’s rapid shift in phosphate strategy caught many by surprise, underscoring the importance of reliable global suppliers like Itafos.
A Team Committed to Excellence
Behind Itafos’ strong reputation stands the company’s exceptional team, with the long-standing employees at the Conda and Arraias sites working together to deliver stability in an uncertain market. The Conda general manager has more than 20 years of experience at the site and leads with deep operational insight, helping Itafos maintain high utilization through effective management. The same is true for the Arraias site in Brazil, where strong local leadership helped bring the plant back online. Across both regions, Itafos ensures a reliable phosphate supply for farmers worldwide.
In today’s constrained phosphate market, Itafos has stepped up. Through a strategy grounded in high utilization, reliability, and reinvestment, the company has built a strong foundation to serve the phosphate needs of both the U.S. and the global market for decades to come.
