A Motley Fool piece looks back at the 2013 collapse of the Belarusian Potash Company and the subsequent five-year fertilizer price slump. It notes early signs of balance, with Nutrien and Mosaic raising 2018 guidance and CF Industries gross profit rising sharply in the first quarter.
Fertilizer markets moving toward balance suggests input costs may firm gradually, though the article is largely retrospective and offers no new supply shock.
Not enough comparable past events yet for a historical read.
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.