Potash
industrial_mineral · primary
Bottom line
Potash sits on 1 federal critical-minerals list; mine supply is moderately concentrated (HHI 0.18, 2025), led by 🇨🇦 Canada at 31% of output. The US is 92% net import-reliant (2025). Prices rose 4% over the past year (+2%/yr over 4y).
At a glance
Headline indicators
Price · 2026
385$/mt
World Bank Pink Sheet
Price trend
+4% 1Y
+2%/yr · 4Y CAGR
US net import reliance · 2025
92%
Mine production HHI
0.18
Moderate · 2025
From ore to use
lifecycle flow
- 01Reserves
5.9Bt
Russia leads · 34% share
- 02Production
49.9Mt
Canada top · 2024
- 03Trade
5.4Mt
net importer · 2025
- 04Stocks
-
- 05Consumption
5.9Mt
Consumption, apparent · 2025
Coverage
Data coverage notes
- no dataNo commodity-decomposed recycling data - No USGS MCS Fig13 scrap rows. EU WEEE / battery EOL flows (Phase 6.1.1) are country-keyed only - see country profiles.
- datedExport-restriction inventory ends 2020 - The OECD industrial-raw-materials inventory (vendored snapshot) reports HS-line measures only through 2020; restrictions enacted since are not reflected in the measure table.
- narrowConsumption geography is single-economy (United States) - Reported consumption covers one economy only - the world usage split must be read from trade flows, not from a consumption table.
Methodology
How strata reads a commodity
The eight-stage lens, the observed-vs-estimated membrane, stage-honest supply, per-stage concentration, ownership resolution and the demand lens - the full method is illustrated live on copper, nickel and lithium.
Provenance
Where this data comes from
- BGS World Mineral Statistics
midstream_components_seed
ownership_control_seed
sec_edgar_ex96_pdf
- Statistics Canada Table 16-10-0022
- USGS DS-140 (constant 1998 USD)
- USGS DS-140 (nominal)
- USGS MCS (All products)
- USGS MCS (MOP)
- USGS Mineral Commodity Summaries 2026
- USGS Mineral Commodity Summaries World Data (legacy wide format, 2023-2025 vintages)
- USGS Minerals Yearbook OFR 2025-1047
- USGS Minerals Yearbook Vol III, reference year 2019
- usgs myb1 potash 2019
usgs_critmin_deposits_v2
usgs_mine_waste
usgs_mrds_2016
usmin_critical_deposits
- World Bank Pink Sheet
20 sources · titles open the source card · url opens the publisher