Quote:
Originally Posted by Barnes
Potash would likely be a delayed hurt, no? I'm no Ag guy but I would assume farmers have bought the fertilizer they need for this growing season but next year will hurt and they won't remember why.
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Not a huge delay though. We were witness to the pain and outcry of farmers when the Ukraine war caused a sudden spike in potash prices. Significant tariffs or any sort of supply shock would likely have a pretty quick ripple effect across US farms.