Spring 2026 buying signals by product: Potash — BUY (favorable pricing, Canadian supply buffer). Glyphosate and atrazine — BUY (near multi-year lows, tariff risk ahead). Phosphate (DAP/MAP) — HOLD (await August China restriction decision for large pre-buys). Nitrogen — HOLD on large volumes; pre-book fall anhydrous by August.
| Product | Signal | Reasoning |
|---|---|---|
| Potash (MOP) | BUY | Best relative value; Canadian supply expansion |
| Glyphosate generic | BUY | Near multi-year lows; tariff risk ahead |
| Atrazine | BUY | Stable pricing; EPA risk creates future upside |
| Lime / Gypsum | BUY | Most stable input; highest ROI per dollar spent |
| DAP / MAP | HOLD | Await August China restriction decision |
| Anhydrous ammonia | PRE-BOOK FALL | China decision in August will move the market |
| Urea / UAN | HOLD | Possible Q4 softening if restrictions lift |
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