Data Module 052 — Industrial Intelligence

The Phosphate
Kingdom

Morocco sits on 70% of the world’s phosphate reserves — 50 billion tonnes buried in four basins. One state-owned company, OCP Group, controls the entire chain from mine to fertilizer to port. This is the geology that feeds the planet.

70%Of world reserves
$9.76BRevenue (2024)
1921Mining since
50BtTonnes in the ground

001 — Global Position

Morocco vs. The World

Share of global reserves

70%

50 billion tonnes. Enough for several centuries at current extraction rates. No other country comes close.

Production rank

#2

30 Mt in 2024. Behind China (110 Mt) but China's reserves are ~3.7 Bt — Morocco's are 50 Bt. The long game favors Morocco.

Phosphoric acid market share

49%

Nearly half the world's phosphoric acid. The most profitable segment of the value chain.

Phosphate rock trade share

~34%

Largest exporter. Competes with Jordan, which briefly passed Morocco in 2022 when OCP shifted to domestic processing.

Fertilizer market share

23%

Over 100 grades of fertilizer. Customized blends for different soil types and climates worldwide.

Revenue (2024)

$9.76B

EBITDA margin of 40%. ~20% of Morocco's total export revenues. 21,000 employees worldwide.

002 — The Infrastructure

Mines & Processing Plants

Mine
Processing plant

003 — Five Mining Operations

From Khouribga to Boucraa

01

Khouribga

Ouled Abdoun Basin

Reserves

43%

Output

70%

Since

1921

OCP's first mine and the richest phosphate deposit on Earth. 26+ billion tonnes of reserves. Connected to Jorf Lasfar processing plant by a 235 km gravity-powered slurry pipeline — one of the world's longest. Produces 70% of all OCP output.

02

Benguerir

Gantour Basin

Reserves

37% (shared with Youssoufia)

Output

~15%

Since

1980

70 km north of Marrakech. Also hosts Mohammed VI Polytechnic University (UM6P) Living Lab — an open research site for mining innovation. Phosphate transported by rail to Safi for processing.

03

Youssoufia

Gantour Basin

Reserves

37% (shared with Benguerir)

Output

~8%

Since

1931

Morocco's second mine, third largest phosphate producer worldwide. Also operates the Bouchane mine 40 km away since 1998. Phosphate processed at Safi.

04

Boucraa

Southern Provinces

Reserves

2%

Output

~2%

Since

1976

Operated by Phosboucraa (100% OCP subsidiary). Located in Western Sahara. Connected to Laayoune port by the world's longest conveyor belt — 102 km. 100% of profits reinvested in the Southern Provinces. Politically sensitive due to sovereignty dispute.

05

Mzinda (Under Construction)

Meskala Basin

Reserves

18% (Meskala basin)

Output

Ramping up

Since

2025

OCP's newest integrated mining and processing site. Represents the next generation of phosphate infrastructure — built from scratch with green technology. Will exclusively produce Triple Super Phosphate (TSP).

China produces more phosphate. But China’s reserves are 3.7 billion tonnes. Morocco’s are 50 billion. The short game belongs to Beijing. The long game belongs to Rabat.

004 — The Value Chain

From Rock to Fertilizer to Port

OCP doesn’t just mine phosphate. It extracts, processes, customizes, and ships. The integrated model is the competitive advantage.

01

Extraction

Khouribga, Benguerir, Youssoufia, Boucraa

Open-pit and underground mining. Raw phosphate rock extracted from sedimentary deposits. 30 Mt produced in 2024.

02

Beneficiation

Mine sites

Washing, screening, flotation. Raw rock is cleaned and concentrated to increase P₂O₅ content for processing or direct export.

03

Transport

Slurry pipeline (235 km) + rail + conveyor (102 km)

Khouribga to Jorf Lasfar by gravity pipeline. Gantour to Safi by rail. Boucraa to Laayoune by the world's longest conveyor belt.

04

Chemical processing

Jorf Lasfar, Safi

Phosphate rock + sulfuric acid → phosphoric acid. Then: phosphoric acid + ammonia → DAP/MAP/TSP fertilizers. Also: purified phosphoric acid for food, cosmetics, electronics.

05

Customization

Jorf Lasfar

Over 100 fertilizer grades. Blends tailored to specific soil types, climates, and crop requirements. This is where the margin lives.

06

Export

Casablanca, Jorf Lasfar, Safi, Laayoune ports

Shipped to 160+ countries. Africa, India, Brazil, Europe are primary destinations. Both bulk and bagged products.

005 — Global Fertilizer Flows

Where the Phosphate Goes

~35%

Africa

Nigeria, Ethiopia, Kenya, Tanzania, Côte d'Ivoire

OCP's fastest-growing market. Dedicated African Fertilizer Complex at Jorf Lasfar. 17 subsidiaries across Africa. Customized blends for African soil types.

~25%

South Asia

India, Bangladesh, Pakistan

India is one of OCP's largest single-country markets. Phosphate rock + phosphoric acid exports. Critical for food security in the world's most populous region.

~15%

Europe

Spain, France, Turkey, Poland

Traditional market. Proximity advantage. Increasingly high-value specialty fertilizers rather than bulk rock.

~15%

Latin America

Brazil, Argentina, Colombia

Brazil is one of the world's largest fertilizer importers. OCP expanding aggressively. Customized products for tropical soils.

~10%

Rest of World

USA, Australia, New Zealand, Southeast Asia

Diversified export base. Boucraa exports historically served Oceania markets.

When China restricted phosphate fertilizer exports in 2024 to secure domestic food supply, the world turned to Morocco. There is no Plan B for phosphate. There is only OCP.

006 — Timeline

105 Years of Phosphate

1920

Office Chérifien des Phosphates founded

Created by Royal Decree under the French Protectorate. State monopoly on phosphate extraction established.

1921

First mine opens at Khouribga

Mining and export begin simultaneously. Phosphate shipped to Casablanca port by rail.

1931

Youssoufia mine opens

Second mining center established. Morocco begins scaling production.

1965

Safi processing plant opens

First downstream chemical processing. Morocco moves beyond raw rock export into phosphoric acid.

1975

Phosphate sector nationalized

Morocco takes full sovereign control. OCP becomes sole operator with exclusive extraction, processing, and export rights.

1976

Boucraa mine opens

Southern Provinces mining begins. World's longest conveyor belt (102 km) built to Laayoune port.

1980

Benguerir mine opens

Third major mining site. Gantour basin brought online.

1986

Jorf Lasfar complex opens

World's largest phosphate fertilizer processing hub begins operations. The game-changer for value-added exports.

2008

OCP becomes a corporate entity

Transitions from state agency to OCP Group S.A. Launches major modernization investments. 95% state-owned, 5% Banque Centrale Populaire.

2014

Khouribga slurry pipeline launches

235 km gravity-powered pipeline to Jorf Lasfar. Saves 3 million m³ of water per year. Engineering landmark.

2016

African Fertilizer Complex opens

Dedicated production plant for African markets at Jorf Lasfar. OCP positions itself as Africa's fertilizer supplier.

2024

Revenue reaches $9.76 billion

Fertilizers now 69% of revenue (up from 54% in 2019). Strategic shift from raw rock to high-value products.

2025

Mzinda hub construction + green hydrogen JV

New integrated mine-to-fertilizer site. Fortescue Energy partnership for green hydrogen and ammonia. Target: 100% renewable energy by 2027.

007 — Key Numbers

The Scale of the Kingdom

50 billion

Tonnes of phosphate reserves

Enough for several centuries. No imminent shortage.

30 Mt

Production (2024)

World's 2nd largest producer after China

21,000

OCP employees worldwide

17,000 in Morocco + international subsidiaries

235 km

Slurry pipeline

Khouribga to Jorf Lasfar. Gravity-powered. Saves 3M m³ water/year

102 km

Conveyor belt

Boucraa to Laayoune. World's longest.

2,000 ha

Jorf Lasfar complex

World's largest integrated fertilizer production hub

100+

Fertilizer grades

Customized for soil types across 160+ countries

40%

EBITDA margin

$3.93B EBITDA on $9.76B revenue (2024)

Sources

USGS — Mineral Commodity Summaries 2025: phosphate rock reserves and production

OCP Group — Industrial Operations (ocpgroup.ma): mine sites, processing platforms, pipeline

OCP Group — Wikipedia: corporate history, revenue, timeline, Khouribga, Jorf Lasfar

Deloitte — Phosphates and the Future of Energy Transition (2025): revenue breakdown, market share, TSP expansion

African Development Bank — Phosphate Critical Mineral Insights (2025): HHI concentration, value chain, employment

BC Insight — Phosphate Production in North Africa (2025): production volumes, Jordan comparison, TSP capacity

USGS — The Mineral Industry of Morocco 2020–2021: reserves 70%, world ranking, mining centers

Frontiers in Environmental Science — Phosphate Mined Lands Restoration (2025): basin reserve distribution

Bus Ex — Phosphate Forward: Khouribga Mine (2024): 26 Bt Ouled Abdoun, slurry pipeline, Fortescue JV

Investing News — Top 10 Phosphate Countries by Production (2025): 30 Mt production, 50 Bt reserves

© 2026 Dancing with Lions. All rights reserved.

This visualization may not be reproduced without visible attribution.

Sources: OCP Group, USGS, World Bank