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The US Treasury delisted Belaruskali and the Belarusian Potash Company in March 2026, and a 30,000-tonne Belarusian potash cargo is scheduled to discharge at New Orleans on October 14. The World Bank MOP benchmark fell from $405 per tonne in May to $367.50 in September.
Returning Belarusian potash adds supply to the US market and adds downward pressure on potash prices, though contracted volumes and freight costs limit the effect.
cruxinvestor.comOct 6, 2026Not 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.
