offtake · non-aligned supply brief

Potash (K)

fertilizer · criticality 6/10 · substitutability: none

MOS Rank

#39

score 16.1 · conf 43%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —Thin non-aligned supply — sourcing hard
  • —No liquid exchange → broker opportunity

Supply concentration

31% of global production is in China + Russia

HHI 1700

China 12% · Russia 19%Non-aligned 69%

Top producers

  • Canada31%
  • Russia19%
  • Belarus16%
  • China12%
  • Germany5%

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