Nutrien reported record first-nine-month potash sales of 11.526 million tonnes in 2026, up 9% in revenue and adjusted EBITDA from a year earlier. The company forecast global shipments of 74–77 million tonnes in 2026 and 75–79 million tonnes in 2027, while warning that logistics pressure in Russia and Belarus could affect 1.5 million tonnes of fourth-quarter exports.
Steady import demand and limited new capacity support potash prices, while possible disruption to Russian and Belarusian exports could tighten available supply further.
Not 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.