来源：Gangtise投研

Intrepid Potash（IPI.N）2024年第三季度业绩电话会：公司第三季度调整后收益1000万美元，同比增780万美元，钾肥产量增加降低成本14%。美国农业市场进入新阶段，全球钾肥需求恢复历史水平，年增长1-2%。钾肥业务毛利率增长，预计全年产量28-29万吨。Trio业务销售量4.5万吨，净实现销售价格每吨312美元，毛利润约60万美元。油田解决方案业务利润率310万美元，环比增加100万美元。预计第四季度钾肥销售量4.5-5.5万吨，价格每吨340-350美元。锂项目讨论顺利，A Max cavern项目启动钻探测试许可流程。公司无长期债务，流动性良好，与XTO合作协议修正案带来5000万美元付款保证。

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