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Investors are looking at Canadian potash miners such as Nutrien and Mosaic, whose shares have risen over the past month amid Belarus unrest. Analysts at CIBC say privatization of Belarusian state mines could tighten global potash markets meaningfully.
Potential Belarusian supply disruption and possible long-term restructuring support higher potash prices, which benefit non-Belarusian exporters.
theglobeandmail.comIan McGuganAug 25, 2020Not 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.
