Reported September 21, Belarus President Lukashenko Says Country Doesn't Have Potash Volumes To Supply The U.S. Due To Contracts Already In Place

Shares of fertilizer companies are trading lower after Iran's Foreign Minister confirmed that Iran has submitted to the U.S. a seven-day plan to reopen the Strait of Hormuz and start discussions on Iran's nuclear program, which may lead to an export rebound from the region and pressure market prices.

President Trump, On Social Media, Says U.S. Working On Massive Deal Towards Purchase Of Potash From Belarus; The Pricing Would Be For Substantially Less Than We Are Currently Paying To Canada

https://truthsocial.com/@realDonaldTrump/posts/117309573610238654

'Food crisis fears ease as fertiliser exporters fill gap left by Iran war' - Financial Times

https://www.ft.com/content/e1b2e9c2-9086-4ba1-bbda-58133c60f011?syn-25a6b1a6=1

Reported October 4, 'US to receive potash shipment from Belarus as relations thaw' - FT

https://www.ft.com/content/9cbc0aea-259a-41eb-bbf4-ad8a674ca8b7?syn-25a6b1a6=1

Element Solutions Rallies 41% YTD: What's Driving the Stock?

Element Solutions (ESI) shares have surged 40.8% year-to-date, outperforming its industry. The company raised 2026 adjusted EBITDA guidance to $690-$710 million and expects ~20% EPS growth, driven by strong AI-related electronics demand, operational efficiency improvements, and improved cash generation.

Here's Why You Should Buy Kronos Worldwide Stock Right Now

Kronos Worldwide (KRO) is experiencing strong recovery driven by 10% year-over-year TiO2 sales volume growth, market share gains across all major markets, and improved pricing. The company's gross margin expanded to 18% in Q2 2026 from 13% a year earlier, supported by restructuring savings and lower-cost inventory. EBITDA surged to $52.9 million while operating cash flow improved significantly, with the stock gaining 36.6% over the past year.