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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
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
5.9Bt
Russia leads · 34% share
49.9Mt
Canada top · 2024
5.4Mt
net importer · 2025
Coverage
Provenance
-
5.9Mt
Consumption, apparent · 2025
Methodology
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.
midstream_components_seed
ownership_control_seed
sec_edgar_ex96_pdf
usgs_critmin_deposits_v2
usgs_mine_waste
usgs_mrds_2016
usmin_critical_deposits
20 sources · titles open the source card · url opens the publisher