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Kopernik analyst Taylor McKenna discussed potash on BNN Bloomberg, saying prices sit well below the incentive level needed for new mine construction. He named existing long-life producers as the best positioned if prices rise.
Prices below new-mine incentive levels cap future supply growth, which supports potash prices over the longer term, though this is an analyst view rather than a new supply event.
bnnbloomberg.caBNN Bloomberg Opens in new windowFeb 6, 2026Not 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.
