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ICL Group Ltd (NYSE/TASE: ICL; Tel Aviv) is a specialty-minerals and fertilizer group built on Dead Sea and Negev resources.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 3 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Panjiva free buyer page for Oakley Fertilizer Inc: sample BoL 2025-10-06, shipper 'Rotem Amfert Negev Ltd.' (ICL's phosphate subsidiary, Potash House, Beersheba), consignee 'To The Order Oakley Fertilizer, Inc', North Little Rock AR, 2,857,636 kg in bulk, place of receipt Ashdod, Israel, US port of unlading New Orleans; commodity masked. ImportGenius (importers/oakley-fertilizer-inc) gives the product for the same Israel bulk lane with supplier blank: granular triple super phosphate GTSP, BoLs GIMI0824ADNO0008 (2024-09-19, 5,614,568 kg), GIMIADNOREA007 (2024-10-23, 4,218,410 kg), GIMI0225ADNO007 (2025-02-23, 4,230,204 kg). GTSP is made at ICL Rotem's Negev plants (Israel).
6-K dated 2026-06-23 (SEC filing index live at https://www.sec.gov/Archives/edgar/data/941221/000117891326003308/; the underlying document itself returned HTTP 403 at verification): ICL to supply 375,000 metric tons of potash, option for +50,000t, at $383/ton CIFFO Indian ports, within the 2022-2027 five-year IPL supply framework. No pair-specific share-of-sales percentage disclosed.
US import bills of lading (ImportGenius): shipper 'DEAD SEA WORKS LTD, POTASH HOUSE PO BOX 75 BEER SHEVA, IL', consignee Oakley Fertilizer Inc; GIMIADNOLANO0003 dated 2025-09-18, potash in bulk, 4,285,542 kg, foreign port Ashdod, country of origin Israel; earlier BoLs GIMI0225ADNO003 (2025-02-23, red granular muriate of potash, 2,812,274 kg), GIMIADNOREA003 (2024-10-23, 2,812,274 kg) and GIMI0824ADNO0002 (2024-09-19, 11,407,851 kg), all origin Israel. Dead Sea Works potash is produced at Sodom on the Dead Sea, Israel; Oakley is the US importer (US port of unlading not shown). Dead Sea Works supplier page also lists BoL BLWR26032002 (2026-09-19, 'TO THE ORDER OAKLEY FERTILIZER INC', red granular muriate of potash, 8,436,821 kg).
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
This company sits on the supply side for 3 of its 4 materials — a restriction on those is a tailwind, not a headwind.
🇨🇳 CN accounts for 100% of severity-weighted pressure.