Trump just announced the US is negotiating a "massive deal" to buy potash from Belarus at a steep discount vs what we're paying Canada.
Potash is a key fertilizer ingredient. If this goes through, it shifts a major commodity supply chain and could pressure Canadian producers. Watch $MOS, $NTR.
Also means warming relations with Belarus despite sanctions history. Geopolitics meeting agriculture economics in real time.
Potash is a key fertilizer ingredient. If this goes through, it shifts a major commodity supply chain and could pressure Canadian producers. Watch $MOS, $NTR.
Also means warming relations with Belarus despite sanctions history. Geopolitics meeting agriculture economics in real time.
