Fertilizer will soon be in high demand. Most U.S. potash supplies come from Canada, but that could change depending on how future trade talks unfold.
“As of right now, we believe that potash is under the 0% tariff rate because it is considered a critical mineral, because it falls underneath our trade agreements for North America. If that’s the case, there’s no reason for our supply routes to change. Yes, Russia will remain number two, but it is a distant number two. Canada will continue to be the major player. Now, if tensions with Canada were to ramp up again and we start seeing more tariff rates on their potash, that is going to change things. We are going to see ourselves try to call more product from places like Russia,” said StoneX’s Josh Linville.
Fertilizer prices are tracking higher recently. Analysts with DTN found last week’s prices for UAN32 gained 10 percent. Potash gained five percent, but is still almost 10 percent off last year’s levels.
StoneX’s Josh Linville discusses USDA’s efforts to boost domestic fertilizer production and his outlook on supply and prices.
Farm Bureau Economist Dr. Faith Parum discusses USDA’s efforts to expand fertilizer capacity, signals for farm profitability, and AFBF’s Farm Bill expectations.
April 30, 2026 01:22 PM
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Louisiana soybean farmers are moving quickly to get this year’s crop planted during a key window for yield potential.
April 29, 2026 02:08 PM
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Higher input costs are making flexible marketing plans and updated break-even targets more important.
April 29, 2026 12:33 PM
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Purdue economist Dr. Joana Colussi discussed the U.S. and Brazil’s reliance on imported fertilizers and their impact on global food security amid rising input costs.
April 24, 2026 01:28 PM
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USDA Secretary Brooke Rollins plans a farm visit in Missouri, hinting at a possible fertilizer relief announcement on RFD-TV earlier this week. USDA also restructures its research infrastructure and launches new food-safety centers.
April 24, 2026 11:57 AM
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