As the strategic position of global food security continues to rise, the market supply and demand pattern for potash fertilizer, as a key element of agricultural production, continues to be tight, and the price center has been steadily rising since this year. During the interview, the reporter learned that the potash market is currently tight, and the overall price trend is rising. “At present, the production and sales situation of potash fertilizer is still relatively good. The price of potash fertilizer fluctuates around 3,000 yuan/ton, and the company has almost no inventory.” The head of a potash fertilizer manufacturer in Qinghai told the reporter that overall, the price of potash fertilizer has risen quite a bit since this year compared to the average price of 2,300 yuan/ton in 2024, and has remained relatively stable. Guoxin Securities said in the latest research report that on the potash supply side, no new production capacity will be launched this year; only new international production capacity will be released from 2026 to 2027, the BHP Billiton Potassium Project Jansen Phase I will be put into operation until the end of 2027, and capital expenditure will increase by 30%. It is optimistic that the industry will be booming for the next 2 to 3 years.

As the strategic position of global food security continues to rise, the market supply and demand pattern for potash fertilizer, as a key element of agricultural production, continues to be tight, and the price center has been steadily rising since this year. During the interview, the reporter learned that the potash market is currently tight, and the overall price trend is rising. “At present, the production and sales situation of potash fertilizer is still relatively good. The price of potash fertilizer fluctuates around 3,000 yuan/ton, and the company has almost no inventory.” The head of a potash fertilizer manufacturer in Qinghai told the reporter that overall, the price of potash fertilizer has risen quite a bit since this year compared to the average price of 2,300 yuan/ton in 2024, and has remained relatively stable. Guoxin Securities said in the latest research report that on the potash supply side, no new production capacity will be launched this year; only new international production capacity will be released from 2026 to 2027, the BHP Billiton Potassium Project Jansen Phase I will be put into operation until the end of 2027, and capital expenditure will increase by 30%. It is optimistic that the industry will be booming for the next 2 to 3 years.