Uploaded August 2026 | Updated September 2026, 2 weeks ago
Fertilizer prices have barely moved while corn rallied, leaving the corn to potash ratio in the bottom 20% of its multi-year range.
Josh Linville, Vice President of Fertilizer at StoneX, explains how the corn rally reshaped fertilizer affordability and where the risk sits.
Linville covers why a buying wave from farmers and retailers is the fastest route to higher potash prices, and what the loss of the U.S. Canada trade agreement would mean when Canada supplies close to 90% of U.S. potash imports. He also sets out why phosphate prices are not falling despite arriving Moroccan tons, with NOLA DAP already among the cheapest phosphate prices globally and MAP still the product most of the market needs.
Discover Actionable Fertilizer Insights with StoneX Market Intelligence: shop.stonex.com/collections/fertilizers?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_josh_linville&utm_content=share
0:00 Corn Rallied, Potash Did Not
0:33 Potash Value Hits a Rare Low
3:18 The Demand Wave Farmers Fear
4:10 Canada Tariff Risk Returns
6:28 Layering Inputs Like Grain
7:13 Phosphate Cannot Fall Further
Like and subscribe for more financial market insights.
#Fertilizer #Potash #StoneX #JoshLinville #Corn
Fertilizer prices have barely moved while corn rallied, leaving the corn to potash ratio in the bottom 20% of its multi-year range.
Josh Linville, Vice President of Fertilizer at StoneX, explains how the corn rally reshaped fertilizer affordability and where the risk sits.
Linville covers why a buying wave from farmers and retailers is the fastest route to higher potash prices, and what the loss of the U.S. Canada trade agreement would mean when Canada supplies close to 90% of U.S. potash imports. He also sets out why phosphate prices are not falling despite arriving Moroccan tons, with NOLA DAP already among the cheapest phosphate prices globally and MAP still the product most of the market needs.
Discover Actionable Fertilizer Insights with StoneX Market Intelligence: shop.stonex.com/collections/fertilizers?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_josh_linville&utm_content=share
0:00 Corn Rallied, Potash Did Not
0:33 Potash Value Hits a Rare Low
3:18 The Demand Wave Farmers Fear
4:10 Canada Tariff Risk Returns
6:28 Layering Inputs Like Grain
7:13 Phosphate Cannot Fall Further
Like and subscribe for more financial market insights.
#Fertilizer #Potash #StoneX #JoshLinville #Corn
