# K+S Revises 2026 EBITDA Forecast Amid Rising Costs and Potash Market Constraints

> K+S reported EBITDA of €108 million, down from €111 million, as higher logistics and energy costs and maintenance at its Bethune plant in Canada offset stronger prices and de-icing salt sales. The company narrowed its 2026 EBITDA forecast to €700–750 million, citing constraints in the global potash market and the absence of expected overseas price increases, while continuing capacity projects in Canada and Germany.

- Date: 2026-11-10 · published 2026-11-11T00:29:55.253Z
- Category: macro · region Global · magnitude low
- Page: https://feedsoft.ai/events/92726-k-s-revises-2026-ebitda-forecast-amid-rising-costs-and-potash-market-constraints
- Commodities: [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

Potash supply constraints may support prices, while K+S’s comments indicate that expected price gains are limited; logistics and energy costs also weigh on fertilizer production economics. The net price signal for potash is modestly supportive.

## Read by commodity

- POTASH: bullish ▲

## Sources

- insights.tridge.com: https://insights.tridge.com/speaker-product-news-reports/KJLyFXpzJzgKuB1Gqsm5QUKHGgR43AVdqLSwEU6d3aDqsHrPEYfY9h1j

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