# Potash sector jumps 2.51% intraday as expectations of Russia-Belarus supply cuts heat up; price support logic in focus

> 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.

- Date: 2026-11-04 · published 2026-11-04T06:11:14.386Z
- Category: logistics · region Global · magnitude low
- Page: https://feedsoft.ai/events/79251-potash-sector-jumps-2-51-intraday-as-expectations-of-russia-belarus-supply-cuts
- Commodities: [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

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.

## Read by commodity

- POTASH: bullish ▲

## Sources

- goodsfu.10jqka.com.cn: https://goodsfu.10jqka.com.cn/20261104/c681447582.shtml

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.