Intrepid Potash Inc
NYSE:IPI
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Intrepid Potash Inc
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Intrepid Potash Inc
Intrepid Potash, Inc. engages in the delivery of potassium, magnesium, sulfur, and salt essential. The company is headquartered in Denver, Colorado and currently employs 440 full-time employees. The company went IPO on 2008-04-22. The firm delivers potassium, magnesium, sulfur, salt, and water products to agriculture, animal feed and the oil and gas industry. The firm's segments include potash, Trio, and oilfield solutions. The company sells potash into three primary markets: the agricultural market as a fertilizer input, the industrial market as a component in drilling and fracturing fluids for oil and gas wells and an input to other industrial processes, and the animal feed market as a nutrient supplement. Trio is its specialty fertilizer that delivers potassium, sulfate, and magnesium in a single particle. The company produces Trio in premium, granular, standard, and fine standard sizes. The company also offers potassium chloride (KCl) real-time mixing services on location for hydraulic fracturing operations and trucking services. The firm also sells salt, magnesium chloride, metal recovery salts, brines, and water that are derived as part of its mining processes.
Intrepid Potash, Inc. engages in the delivery of potassium, magnesium, sulfur, and salt essential. The company is headquartered in Denver, Colorado and currently employs 440 full-time employees. The company went IPO on 2008-04-22. The firm delivers potassium, magnesium, sulfur, salt, and water products to agriculture, animal feed and the oil and gas industry. The firm's segments include potash, Trio, and oilfield solutions. The company sells potash into three primary markets: the agricultural market as a fertilizer input, the industrial market as a component in drilling and fracturing fluids for oil and gas wells and an input to other industrial processes, and the animal feed market as a nutrient supplement. Trio is its specialty fertilizer that delivers potassium, sulfate, and magnesium in a single particle. The company produces Trio in premium, granular, standard, and fine standard sizes. The company also offers potassium chloride (KCl) real-time mixing services on location for hydraulic fracturing operations and trucking services. The firm also sells salt, magnesium chloride, metal recovery salts, brines, and water that are derived as part of its mining processes.
Results: Adjusted net income of $6.5 million and adjusted EBITDA of $18.1 million in Q4; full-year 2025 adjusted EBITDA of $63 million, roughly an 80% improvement vs 2024.
Volumes: Total fertilizer sales of 592,000 tons in 2025 (company-high Trio sales of 303,000 tons); combined potash + Trio volumes just over 590,000 tons and up ~20% vs 2024.
Pricing: Q4 Trio average realized price $379/ton; Q4 potash average net realized price $387/ton; management says pricing has continued into 2026 ahead of spring.
Guidance: 2026 Trio production 285,000–300,000 tons; 2026 potash production 270,000–285,000 tons (2027 potash expected 300,000–310,000 tons). Q1 potash sales guidance 95,000–105,000 tons at $345–$355/ton; Q1 Trio 105,000–115,000 tons at $380–$390/ton.
Lithium update: Wendover maiden measured & indicated resource ~119,000 tons LCE, planned 5,000 tpy capacity (~25-year life); JDA with Aquatech and Adionics and DFS target later this year.
Capital & balance sheet: 2026 capex expected $40–$50 million (mainly sustaining capital and a new primary pond at Wendover).
Asset sale: South Ranch under exclusivity with potential buyer; company holding an $8 million deposit and expects a likely close in H1 2026.
