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.
AFBF Economist Dr. Faith Parum break down new survey findings on fertilizer affordability and producer sentiment heading into the 2026 growing season.
April 16, 2026 02:54 PM
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The analysis models how trade disruptions in the Strait of Hormuz may continue to drive up the cost of fertilizer.
April 15, 2026 01:10 PM
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National Land Realty’s Jeramy Stephens explains how rising input costs and economic uncertainty are impacting the farmland market and what landowners should watch moving forward.
April 15, 2026 12:58 PM
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Lane Howard and Adam Andrews with the National Corn Growers Association joined us in the studio discuss EPA’s approval of summer E15 sales, ongoing fuel market concerns, and the industry’s push for a long-term biofuels solution for farmers.
April 14, 2026 01:09 PM
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Alan Bjerga with the National Milk Producers Federation discusses how stewardship is driving efficiency, profitability, and competitiveness in the dairy industry.
April 14, 2026 12:51 PM
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Farm Bureau officials say the findings underscore mounting pressure on producers heading into the 2026 growing season, with input costs continuing to outpace farm income.
Corey Rosenbusch with The Fertilizer Institute joined us to discuss supply chain disruptions and what farmers should watch as global tensions impact fertilizer markets.
April 14, 2026 10:48 AM
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