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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. 2 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
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.