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Upstream Ag published a breakdown of Q2 2025 results from Nutrien, Mosaic, Yara, ICL and CF Industries. It highlights record potash sales volumes at Nutrien in the first half and rising offshore potash prices.
Strong potash demand and higher offshore prices point to firmer fertilizer costs for feed grain producers, which can squeeze margins and support crop input pricing.
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.