The Fertilizer Institute released a white paper assessing whether Belarus could become a significant potash supplier to the US after President Trump announced a potash purchasing agreement in late September. Belarus exported about 10.8 million tons in 2024, roughly equal to total US potash imports of 12.6 million tons in 2025, but much of its output already has established buyers.
Potash supply for US growers depends on whether Belarusian volumes can be redirected from existing customers, which the report suggests is unlikely. If not, Canada's dominant share of US supply stays in place and the price effect on fertilizer costs for feed grain producers is limited.
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