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The Fertilizer Institute analyzes US potash supply, noting the US imported 12.6 million metric tons in 2025, with Canada supplying 85-90% of imports. Belarus's exports alone roughly equal total US imports, and its exports have eased from a 2021 record of 12.3 million tons to about 10.8 million tons.
Belarus is a sizeable potash exporter, but Canada remains the dominant US supplier, so a Belarusian purchase deal is unlikely to shift US potash prices much in the near term.
tfi.orgNov 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.
