As farmers prepare for the next growing season, fertilizer analysts are monitoring supplies. They have found several differences in key chemicals.
Analysts say potash will be in good supply next year. Josh Linville with StoneX says supplies have been steady from Belarus and Russia, allowing them to flood the market, and that is despite sanctions placed on Russia after they invaded Ukraine.
The potash market this year was able to get by without many disruptions, a move that has put it in a good place for the upcoming season.
Analysts with DTN say concerns will likely continue in the phosphorus market for some time, well into next year.
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Total red meat supplies were up 4 percent from March but down 4 percent from April 2025.
Year-to-date red meat production is down 2 percent, with beef lower and pork higher.
The risk is prolonged crop weakness. Stable farmland values remain critical if losses continue.
For producers, demand is strong, but drought, disease, and costs still shape supply.
Butter has softened as milkfat supplies remain ample.
