Mosaic forecasts global potash demand at 75 million tonnes in 2026, potentially a record, with strong demand continuing into 2027. The company said Russian and Belarusian potash exports could fall by about 1.5 million tonnes in the fourth quarter as shipments slow, while China’s imports have already exceeded last year’s total and domestic demand has risen.
Strong fertilizer demand and reduced export availability could tighten potash supply and support prices into 2027. China’s rising demand and strategic stockpiling may add further pressure to available supplies.
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Watch the 33-second version · Mosaic forecasts record global potash demand in 2026