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Chinese purchases of Belarusian potash fell sharply in Q2 and July-August 2025 as Minsk failed to meet supply commitments and logistics problems emerged. Belarus lost about $172.6 million in exports to China versus the 2024 baseline.
Reduced Chinese demand for Belarusian potash tightens regional flows, though overall global potash supply remains ample, so the price impact is limited.
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.