Compared to 2024, potash prices have risen by around 17 percent. A ton of potash now costs around US$363.
Disseminated on behalf of Millennial Potash. – Advertisement/Advertising - This article appears on behalf of Millennial Potash Corp., with whom SRC swiss resource capital AG has paid IR advisory agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First publication: August 18, 2025, 04:25 p.m., Europe/Berlin
Export disruptions between Russia and Belarus continue due to sanctions. Customs tensions exist between the US and Canada. In addition, hurricanes have reduced production and at times had a severe impact on the US fertilizer infrastructure. This has led to higher potash prices. Potassium is a major nutrient in plant nutrition. It accelerates growth and makes plants more resistant to disease and weather conditions. And since food security for the world's population is an important issue, it can be assumed that the demand for fertilizers such as potash will grow. After all, the world's population continues to grow, while at the same time the amount of arable land is decreasing. Higher yields are therefore necessary. Incidentally, this is the first time BHP has included a potash project in Canada in its portfolio, which shows how mining heavyweights view potash as a raw material. Namely, as a profitable opportunity. BHP plans to start production in 2029. Brazil is a major consumer of potash. The country currently imports around 95 percent of its potash requirements from Canada, Belarus, and Russia.
Millennial Potash - https://www.commodity-tv.com/ondemand/companies/profil/millennial-potash-corp/ - has positioned itself in Africa with its Banio potash project in Gabon. Brazil is an important market that Millennial Potash has its eye on. But there is also strong demand for potash in Africa itself, which has so far come mainly from Russia. Millennial Potash recently secured a US$3 million financing commitment from the US International Development Finance Corporation. And the share price has made huge leaps within a year.
Current company information and press releases from Millennial Potash (- https://www.resource-capital.ch/en/companies/millennial-potash-corp/ -).
Sources: https://www.investor-verlag.de/rohstoffe/bhp-aktie-starkes-update-zu-kali-projekt-jansen/; https://www.researchfrc.com/content/reports/post/304/tight-potash-market-and-strategic-us-dfc-funding-boost-valuation
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