# Guosen Securities: Chloride potassium demand and prices are expected to exceed forecasts by 2026. It is recommended to focus on the industry leader, Asia Potash International (000893.SZ).

> 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.

- Date: 2026-01-23 · published 2026-01-23T12:00:00.000Z
- Category: market · region China · magnitude low
- Page: https://feedsoft.ai/events/21388-guosen-securities-chloride-potassium-demand-and-prices-are-expected-to-exceed
- Commodities: [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

Low Chinese stocks and limited new capacity support higher potash prices into spring, raising fertilizer costs for grain and feed producers.

## Read by commodity

- POTASH: bullish ▲

## Sources

- moomoo.com: https://www.moomoo.com/news/post/64461066/guosen-securities-chloride-potassium-demand-and-prices-are-expected-to

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.