Trump wants potash from Belarus. A Canadian premier warns it would have to go through Russia

Billy Odell Tucker-Robinson Founder & Host — Banking With Billy Network • Financial Intelligence • Markets • World News • Independent Analysis
Published: 2026-09-22 • Permanent link

Sources close to the White House have revealed that US President Donald Trump is seeking a deal to purchase potash from Belarus, with the aim of securing a cheaper supply for American fertilizers. The proposed agreement would see Belarus supply the US with a significant portion of its potash output, with the aim of reducing the country's reliance on Russian supplies. The deal has sparked concerns among Belarusian officials, who claim that the country's potash output is already contracted for this year. As a result, Belarus's shares have plummeted 5% on the news.

The implications of this deal are far-reaching, with many analysts warning of the potential impact on global markets. The sale of potash from Belarus to the US could lead to a surge in demand, driving up prices and potentially affecting the global economy. Additionally, the deal could have significant implications for investors in the potash industry, with some analysts warning of a potential price bubble. As a result, investors are watching the situation closely, with many calling for greater transparency from the White House.

Industry experts say that the deal is a significant development in the global potash market, which has been shaped by a complex web of supply and demand dynamics. The market has been dominated by a handful of major players, including Canada's Mosaic and Potash Corporation of Saskatchewan. However, Belarus's potash output has been a significant wild card, with the country's production often exceeding expectations. As a result, the deal could have significant implications for the global potash market, with some analysts warning of a potential supply shortage.

Situation is set to come to a head in the coming weeks, with Belarus's potash output expected to be released in the coming months. Investors are bracing themselves for a potential price shock, with many calling for greater transparency from the White House. Meanwhile, Canadian Premier Rachel Notley has warned that the deal could have significant implications for Canada's potash industry, which is a significant contributor to the country's economy. As the situation unfolds, one thing is clear: the deal has the potential to have far-reaching implications for the global economy.