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Potash affordability fell 10% over the past month as crop prices dropped while MOP import prices stayed flat. The Brazil barter ratio rose to 16.6, well above its 10-year average of 14.3, and combined CBOT wheat, corn and soybean prices fell 6.3% in the last month.
Weaker crop prices relative to fertilizer costs are likely to reduce potash demand in the second half of 2026. Lower grain prices also mean cheaper feed grains for buyers.
profercy.comLogan CollinsJun 23, 2026Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.
