# Potash: The Fourth Wave

> BHP's market analysis outlines a framework placing the potash industry in a fourth historical wave, following three earlier waves tied to major supply shocks. The authors say the post-2021 volatility has strengthened their long-run view that prices will settle into an orderly regime over the 2020s.

- Date: 2023-05-01 · published 2023-05-01T12:00:00.000Z
- Category: report · region Global · magnitude low
- Page: https://feedsoft.ai/events/36275-potash-the-fourth-wave
- Commodities: [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

The analysis frames potash as moving toward more orderly supply and demand, which suggests a less volatile fertilizer cost base for feed grain producers over the coming years, though it offers no immediate price catalyst.

## Read by commodity

- POTASH: neutral

## Sources

- bhp.com: https://www.bhp.com/news/bhp-insights/2023/05/the-potash-industrys-fourth-wave

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