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.
Product targets nutrient loss while supporting plant growth
April 22, 2026 12:22 PM
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A prolonged Iran ceasefire offers limited relief as fertilizer concerns persist, prompting U.S. policy shifts and driving farmers to reconsider crop acreage.
April 22, 2026 10:55 AM
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U.S. Rep. Dusty Johnson of South Dakota joined us to discuss rising input costs, fertilizer transparency efforts, and the role of trade in supporting farmer profitability.
April 21, 2026 04:12 PM
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U.S. Secretary of Agriculture Brooke Rollins joined us to discuss fertilizer markets, domestic supply efforts, trade priorities, and ongoing policy work aimed at stabilizing costs for U.S. farmers.
April 21, 2026 03:39 PM
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Rep. Dusty Johnson of South Dakota joined us to discuss rising input costs, proposed fertilizer legislation, and potential support for farmers navigating tight margins.
April 21, 2026 12:39 PM
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Shifts in energy demand will influence fuel, fertilizer, and input costs.
April 21, 2026 08:00 AM
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