Trump Wants Belarusian Potash but Its Only Way Out Is Russia

US fertilizer supply gets little relief from Belarusian potash, as landlocked Belarus can only export its tons through Russia. Josh Linville, StoneX VP of Fertilizer, explains why a U.S. deal for Belarusian potash runs into hard export limits, and where the bigger supply risks sit for US farmers. Restricting Russian fertilizer trade would hit potash, urea and a small, already tight UAN market, as Russia is the number two US potash supplier. Suspended duties on Moroccan phosphate have moved prices only modestly, with China's export pullback and the closed Strait of Hormuz keeping supply scarce, while high European gas prices curb nitrogen output. 0:00 Trump Eyes Belarusian Potash 1:09 Belarus Potash Hits a Dead End 3:43 Russia Cutoff, US Farmers Pay 5:33 Phosphate Shrugs Off Morocco 6:13 Hormuz Keeps Phosphate Scarce 7:20 European Gas Squeezes Nitrogen Discover Actionable Fertilizer Insights with StoneX Market Intelligence: https://shop.stonex.com/collections/fertilizers?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_josh_linville&utm_content=share Like and subscribe for more financial market insights. #Fertilizer #StoneX #JoshLinville #Potash