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Washington is courting Belarusian potash supply, and BHP is preparing to start mining at its Jansen project in Saskatchewan. Industry sources expect U.S. potash prices could come under pressure in coming years, with Nutrien and Mosaic possibly accepting lower margins on U.S. sales.
Added future supply from Belarus and Jansen would loosen the potash market and could push U.S. potash prices lower in 2027, reducing fertilizer cost pressure for crop producers.
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.