[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Rock Bottom Entries [@RockBtmEntries](/creator/twitter/RockBtmEntries) on x 15.5K followers Created: 2025-07-19 17:28:14 UTC $MLP.v @MLPotash Massive capex blowout at BHP’s Jansen potash project. One of the world’s largest potash developments just got even more expensive - again. BHP now expects to spend over US$7 billion just to complete Phase X of Jansen. That’s a glaring reminder of how capital-intensive and slow-moving new potash supply has become - especially for inland projects requiring rail and complex infrastructure. Meanwhile, Millennial Potash’s Banio project in Gabon just became even more attractive. Banio is the polar opposite of Jansen: low CAPEX, high-margin, coastal, and fast-moving - with a path to production at a fraction of the cost. And the latest drill results just raised the bar: •290m of continuous potash mineralization in the most recent drill hole - one of the thickest intercepts ever recorded globally •Initial free cash flow potential of US$200-250M/year, with expansion runway •8+ km strike length defined, with <10% of the basin explored •Direct access to deepwater Atlantic port - no rail, no inland delays •Potentially the lowest-cost producer globally, with simple solution mining Banio is emerging as one of the most strategically important undeveloped potash projects in the world, in a supply-constrained market where the majors are struggling to bring new tonnes online without blowing budgets. Potash prices are starting to squeeze. Supply growth is slowing. And Banio stands alone in terms of geology, scalability, and strategic value. I’ve said it from the beginning: Banio is a generational investment opportunity. The upside is staggering. And the market still hasn’t caught on. #BanioBoys  XXXXXX engagements  **Related Topics** [the worlds](/topic/the-worlds) [$mlpv](/topic/$mlpv) [Post Link](https://x.com/RockBtmEntries/status/1946623124491112815)
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Rock Bottom Entries @RockBtmEntries on x 15.5K followers
Created: 2025-07-19 17:28:14 UTC
$MLP.v @MLPotash
Massive capex blowout at BHP’s Jansen potash project.
One of the world’s largest potash developments just got even more expensive - again.
BHP now expects to spend over US$7 billion just to complete Phase X of Jansen. That’s a glaring reminder of how capital-intensive and slow-moving new potash supply has become - especially for inland projects requiring rail and complex infrastructure.
Meanwhile, Millennial Potash’s Banio project in Gabon just became even more attractive.
Banio is the polar opposite of Jansen: low CAPEX, high-margin, coastal, and fast-moving - with a path to production at a fraction of the cost. And the latest drill results just raised the bar:
•290m of continuous potash mineralization in the most recent drill hole - one of the thickest intercepts ever recorded globally •Initial free cash flow potential of US$200-250M/year, with expansion runway •8+ km strike length defined, with <10% of the basin explored •Direct access to deepwater Atlantic port - no rail, no inland delays •Potentially the lowest-cost producer globally, with simple solution mining
Banio is emerging as one of the most strategically important undeveloped potash projects in the world, in a supply-constrained market where the majors are struggling to bring new tonnes online without blowing budgets.
Potash prices are starting to squeeze. Supply growth is slowing. And Banio stands alone in terms of geology, scalability, and strategic value.
I’ve said it from the beginning: Banio is a generational investment opportunity. The upside is staggering. And the market still hasn’t caught on.
#BanioBoys
XXXXXX engagements
Related Topics the worlds $mlpv