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Argus published an insight paper on the EU carbon border adjustment mechanism, which takes effect 1 January 2026. Although CBAM does not directly cover potash (MOP and SOP), the paper expects affordability pressure on NPK producers and possible shifts toward SOP substitution.
It also raises the possibility of demand destruction.
CBAM costs passed through NPK producers could reduce EU potash demand or shift it toward sulphate, creating price volatility in NW European potash markets from 2026.
argusmedia.comDec 18, 2025Not 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.
