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On November 4, A-share potash stocks rose as much as 2.51% intraday, with Zangge Mining up over 4%. Huayuan Securities expects Russian and Belarusian potash exporters to cut about 1.5 million tonnes of shipments in Q4 2026 due to Black Sea route blockages and Baltic logistics bottlenecks.
Spot potassium sulfate was at 3,716.67 yuan/tonne, down 5.35% over the past month.
Lower Russian and Belarusian potash exports would tighten global potash supply and could support fertiliser prices, raising input costs for feed grain and oilseed producers. Brokerage views are mixed, as high domestic port stocks and weak spot prices weigh in the short term.
goodsfu.10jqka.com.cnNov 4, 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.
