K+S

The announced potash shipments from a US deal with Belarus, together with the full production ramp-up at Belaruskali, will increase supply on the world market and are likely to push potash prices down. That could weigh on K+S’s margins and outlook; the company’s Q3 report on November 10 will show material effects. Technically, the stock finds support around €16, but a quick challenge to the yearly high appears unlikely. » More on finanzen.net

After a post by Donald Trump on Truth Social about negotiations with Belarus to procure fertilizers, K+S shares came under pressure. Trump named Belaruskali and other suppliers as potential, cheaper sources compared with Canadian suppliers, which could threaten K+S’s US business at the Bethune potash mine. The stock initially fell about four percent, but pared losses to roughly 1.5 percent. Market participants see possible short-term sentiment pressure but consider direct, lasting damage to K+S unlikely, since Belarus exports have never completely disappeared from the market. » More on deraktionaer.de

Environment Minister Christian Meyer demands that K+S cease discharging production wastewater into the Werra—and thus the Weser—no later than 2027. K+S had announced plans to continue discharges beyond 2027, but recently pledged that from 2028 it will only release less concentrated heap water into the river. Meyer criticizes the company's delay and warns that low-water periods will further increase salt concentrations in the Weser; all Weser riparian states have pledged a gradual reduction of salt pollution. » More on finanzen.net