How to secure the flow of fertilizers? Let’s talk about potash.
The article analyzes the vulnerability of US potash supply chains amid global disruptions, particularly the Iran war's impact on fertilizer trade through the Strait of Hormuz. While the US produces nitrogen and phosphate fertilizers domestically, it relies on imports for 92% of its potash, primarily from Canada (79%) and Russia (12%). Past disruptions include Canadian rail strikes and cross-border vaccine mandates. The US recently lifted potash sanctions on Belarus to diversify imports and lower prices. The Trump administration added potash to the critical minerals list in 2025. The author argues Washington should pursue an internationally minded policy to secure potash supplies, given the mineral's concentration in Canada, Russia, Belarus, and China.
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