Potash is becoming an increasingly strategic commodity as food security, geopolitical tensions and critical mineral supply chains take centre stage. In this interview, Dean Pekeski, CEO of American Critical Minerals (CSE:KCLI) discusses the importance of domestic US potash production, America's 90% reliance on imported potash, global fertilizer market fundamentals and the outlook for 2027 and beyond. We also discuss the company's successful first drilling campaign in Utah, the potential of its Cycle V potash horizon, upcoming assay results, and the project's additional lithium and bromine potential. Dean outlines the next steps toward defining a mineral resource, further drilling, project economics and the growing strategic importance of securing domestic critical mineral supply.
Company website: https://acmineralscorp.com/

🗓️ Recording date: November 3, 2026

📖 Chapters
00:00 Intro
00:35 – Global Potash Market: Supply, Demand & Price Outlook
03:46 – Agricultural Demand vs. Geopolitical Risks in Potash
05:23 – Potash Price Outlook for 2027 and Beyond
06:38 – Critical Minerals as Geopolitical Weapons
08:53 – Why Domestic US Potash Production Matters
09:26 – US Permitting Reforms: Are Regulations Improving?
11:08 – American Critical Minerals: Utah Project & Drilling Update
13:21 – Successful Drilling: Potash Core Recovered
15:50 – Upcoming Assay Results & Lithium-Bromine Potential
16:00 – Has the First Drill Hole Reduced Geological Risk?
17:56 – Six Additional Permitted Wells & Resource Potential
19:22 – How Many More Drill Holes to Establish a Mineral Resource?
20:55 – What Makes a World-Class Potash Deposit?
22:55 – Potential Infrastructure Partnerships with Nearby Operators
24:28 – Upcoming Catalysts