Market insight papers
CBAM may hit EU potash demand from 2026
This paper examines how CBAM may impact EU potash demand from 2026, with implications for producers and importers through affordability challenges, price volatility and demand shifts
The carbon border adjustment mechanism (CBAM) is scheduled to come into effect on 1 January 2026 and while the legislation does not directly apply to MOP and SOP, it is likely to create affordability challenges, price volatility and demand shifts across potassium products, with implications for producers and importers
This timely market insight paper covers:
- Affordability concerns for NPK producers
- Potential CBAM charges
- MOP, SOP and NOP prices in NW Europe
- Potential for SOP to substitute NOP
- Is demand destruction on the horizon?
Download the insight paper
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