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.
ASFMRA’s George Baird shares insight on spring planting progress, acreage trends, and the financial factors influencing Mid-South farmers this season.
March 04, 2026 04:13 PM
·
Geopolitical risk is rapidly increasing fertilizer price volatility before planting.
March 03, 2026 11:20 AM
·
Falling commodity prices and rising costs continue to squeeze farm margins. Kip Jacobs with The Mosaic Company addresses fertilizer market pressures, nutrient use efficiency, and strategies growers can consider to protect their fertilizer investment this season.
March 03, 2026 05:00 AM
·
High fertilizer costs and global risks threaten spring margins for growers.
March 02, 2026 12:22 PM
·
At Commodity Classic in San Antonio, growers explore new herbicide options, John Deere’s latest 8 Series tractors, and cutting-edge ag technology shaping the 2026 planting season. Here are some of RFD NEWS’ highlights from the event so far.
February 26, 2026 02:57 PM
·
Policy awareness is becoming part of everyday risk management.
February 25, 2026 04:50 PM
·
