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Rabobank says US potash prices remain affordable relative to other nutrients, with about 80-85% of US supply coming from Canada. Domestic potash prices edged higher over the past week due to Brazilian inventory concerns rather than tariff threats.
Threatened 100% tariffs on Canadian potash would raise US fertilizer costs sharply, though current prices are being driven mainly by Brazilian inventory tightness.
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.