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BHP potash president Karina Gistelinck said conflicts in the Middle East and export curbs by Russia and China add volatility to fertilizer markets. She expects a temporary dip in potash demand because higher ocean freight costs and nitrogen-led NPK blending will reduce consumption in the short term.
Brazil's need to restore soil nutrients could later bring stronger catch-up demand.
A short-term demand dip could soften potash prices, while later catch-up purchases in Brazil could tighten supply. Higher ocean freight raises landed fertilizer costs for importers.
valorinternational.globo.comRafael WalendorffMar 31, 2026Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.
