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Chinese brokers say Russian and Belarusian potash exporters may cut about 1.5 million tonnes of shipments in Q4 due to Black Sea and Baltic logistics bottlenecks. Spot potassium sulfate prices were about 3,717 yuan per tonne on November 4, down 5.35% over the past month, and potash shares rose more than 2% on November 5.
Expected Russian and Belarusian export reductions could support potash prices, though high port inventories and weak spot prices limit the near-term upside for fertilizer costs in feed-linked crops.
goodsfu.10jqka.com.cnNov 5, 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.
