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CRU analysts forecast 2026 as another record year for potash demand, with deliveries near 74 million tonnes in 2025. Southeast Asia grew 23% on strong palm oil affordability, while Brazil continues setting records.
Demand was weaker in the US, India and China.
Record global potash demand driven by Brazil and Southeast Asia supports firm potash prices. Strong palm oil economics in Southeast Asia link fertilizer demand to vegetable oil prices.
bcinsight.crugroup.comMar 20, 2026Not enough comparable past events yet for a historical read.
After 66 past neutral report events, Palm Oil moved a median +0.2% over 5 sessions (58% higher; middle half -0.4% to +2.0%), and +2.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
