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Guosen Securities expects Chinese potassium chloride demand and prices to exceed forecasts in 2026, citing low port inventories of 2.51 million tons and a 1.5 million ton state reserve restocking need. The brokerage also notes Southeast Asian and Brazilian potash at $360-380 per ton CFR and new supply of only about 3 million tons in 2026-2027.
Low Chinese stocks and limited new capacity support higher potash prices into spring, raising fertilizer costs for grain and feed producers.
moomoo.comZhitong FinanceJan 23, 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.
