K+S

K+S’s share price has fallen about 15% over the past three weeks as the special boom in the fertilizer market cools. Analysts at Berenberg expect supporting potash prices in the short term but warn of an oversupply from 2027 that is likely to push prices down. A small net loss for the third quarter is forecast on average; a quick comeback for the stock is currently not evident either fundamentally or technically. » More on finanzen.net

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