China used to be the world's largest phosphate exporter; potash comes primarily from Belarus and Russia; Canada is a large potash supplier; this geography concentrates fertilizer supplies and creates winners (US, Canada) and losers (everyone else).
factualpending
Speaker
Peter ZeihanEvidence Quote
“Potash comes from Belarus and Russia primarily. Uh Canada is a big supplier and so this is good for the United States, but for everyone else it's kind of screwed.”
Created: 8/11/2026, 1:10:18 AM
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