Nutrien expects higher potash demand despite tough conditions for farmers
#Nutrien #Potash demand #Fertilizer market #Farm economics #Crop nutrients #Canadian agriculture #Soil replenishment
📌 Key Takeaways
- Nutrien expects increased potash demand in 2026 despite farmer challenges
- Farmers face economic pressures with low grain prices and relatively high fertilizer costs
- Potash demand expected to rise due to large 2025 crops and its cost advantage
- Farmers globally are making strategic adjustments to fertilizer purchases while maintaining focus on yield
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According to Seitz, farmers facing financial difficulties or potential losses are likely to focus intensively on maximizing crop yields, which necessitates adequate fertilizer application. 'Their focus is very much on yield,' the CEO stated, highlighting the fundamental priority for agricultural producers even during economically challenging periods. This yield-focused approach creates a sustained demand for essential nutrients like potash, particularly when soil has been depleted by previous large harvests. The company's assessment suggests that while farmers may make tactical adjustments in their fertilizer purchasing patterns based on price differentials between nutrient types, the fundamental requirement for soil replenishment after bumper crops will maintain potash demand in the coming year.
🏷️ Themes
Agriculture, Commodity markets, Farm economics
📚 Related People & Topics
Nutrien
Canadian fertilizer company
Nutrien is a Canadian fertilizer company based in Saskatoon, Saskatchewan. It is the largest producer of potash, second largest producer of nitrogen fertilizer in the world and generally the 2nd largest in fertilizers worldwide. It has over 2,000 retail locations across North America, South America...
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Original Source
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Gold largely flat as investors weigh geopolitical tensions, hawkish Fed minutes US said ready to begin war with Iran; Trump warns ’bad things will happen’ Berenberg sees more than 50% upside in this small-cap software stock Morgan Stanley identifies best gas stocks amid AI data center boom (South Africa Philippines Nigeria) Nutrien expects higher potash demand despite tough conditions for farmers By Reuters Stock Markets Published 02/19/2026, 03:02 PM Updated 02/19/2026, 03:07 PM Nutrien expects higher potash demand despite tough conditions for farmers 0 NTR 1.89% By Ed White WINNIPEG, MANITOBA, Feb 19 - Top world potash producer Nutrien expects increased demand for the crop nutrient in 2026 despite farmers cutting back on phosphate fertilizer and facing low returns. On its fourth-quarter financial results conference call, the Canadian company said it expects potash demand to rise due to large crops in 2025, reduced autumn application in the U.S., and potash’s low cost relative to other fertilizers. North American potash sales will be "driven by the need to replenish soil nutrients following a record crop and a shortened fall application window," said Nutrien CEO Ken Seitz. Good weather in Australia will also encourage farmers to buy potash, he said. Nutrien’s retail farm product sales in Brazil continue to be hampered by low profitability for farmers, Seitz said, causing growers to delay purchases as long as possible. Farmers around the world are being squeezed between low grain prices and fertilizer prices that have not fallen as much, although they are much lower than in the post-pandemic surge. U.S. farmers are expected to reduce their corn acres this year, with high nitrogen fertilizer prices being one possible factor. Some analysts expect farmers to reduce phosphate application this spring due to the squeeze, as they did in late 2025. That is possible because phosphate residue remains in the soil longer...
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