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.
Louisiana soybean farmers are moving quickly to get this year’s crop planted during a key window for yield potential.
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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.
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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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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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