The US has revealed its intention to pursue a potash trade deal with Belarus that would offer competitive pricing compared with potash from Canada, according to a social media post from President Donald Trump.
The deal is expected to offer US buyers potash pricing that would be less than what US customers are currently paying for Canadian potash, according to Trump.
The post did not include any details related to the potential deal, but it comes as the US has intensified a trade war with Canada and is seeking opportunities to strike back at Canada for counter-tariffs.
Both Mosaic and Nutrien produce muriate of potash (MOP) in Canada, the origin of the majority of US MOP imports. Australian mining firm BHP is also expected to start production for the first stage of its 4.15 million tpy Jansen project in Saskatchewan by mid-2027, further boosting the nations production capacity.
Mosaic, Nutrien and Belarusian potash marketer BPC did not comment on the alleged Belarusian trade deal or its potential pricing competitiveness with Canadian tonnage as uncovered by Argus Media.
Re-establishing US-Belarus potash trade would diversify US potash supply and reduce reliance on Canada, but Belarus cannot fully replace Canadian volumes. Canada supplied nearly 90% of US potash imports, or around 11.2 million t, in 2025, according to GTT data. Belarusian MOP has not touched US soil since February 2022, whereas 635 000 tpy of Belarusian MOP on average went to the country in 2017-21, GTT data shows.
The first Belarus cargo of fertilizer to the US in four years, approximately 30 000 t of MOP fertilizer, is expected to arrive at New Orleans, Louisiana in October 2026. It would be the first potash trade between the two countries since US sanctions on Belarusian potash were lifted in December 2025.
Read the original news release by Taylor Zavala on Argus Media.