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Production at Belarusian Potash Company stopped on August 17 amid political unrest, and BPC said it would try to fulfill signed contracts without a firm restart timeline. Belarus supplies about 18% of global potash output and 16% of exports, with China a major buyer.
Extended BPC outages would tighten Chinese and global potash supply, pushing import prices higher ahead of autumn demand.
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.