# Disruptions reshape fertilizer markets

> Nutrien plans to produce 18 million metric tons of potash annually by 2025, a 40% increase over its 2020 capacity. Russia and Belarus supplied about 35% of world potash in 2020, and sanctions have made that supply harder to access. Buyers that relied on Russia and Belarus are turning to Canada.

- Date: 2022-06-17 · published 2022-06-17T12:00:00.000Z
- Category: geopolitics · region Global · magnitude low
- Page: https://feedsoft.ai/events/41294-disruptions-reshape-fertilizer-markets
- Commodities: [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

Sanctions-driven loss of Russian and Belarusian potash is shifting trade flows toward Canada, supporting Canadian export demand. The expansion offsets some of the tightness over time, which weighs on potash prices in the long run.

## Read by commodity

- POTASH: neutral

## Sources

- doi.org: https://doi.org/10.1021/cen-10022-buscon4

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