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

Shares of U.S.-traded companies with Brazil exposure are trading higher after the first round of Presidential election balloting showed right-wing candidate Flavio Bolsonaro with a lead over Lula, the current left-wing President. The results may indicate a possible pro-business final election outcome ahead of the October 25 run-off vote, wherein the winning candidate must achieve a majority above 50%.

'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

Brazil Potash Reduces Upfront Capex with 28-Year Construction & Backup Power Contract

Brazil Potash Corp. has signed a definitive Build-Own-Operate agreement with Gera Center Amazônia to supply a 20 MW modular diesel power plant for its Autazes Potash Project in Brazil. The 28-year agreement removes approximately $33 million in upfront construction costs and is expected to deliver $10 million in net savings over the contract life, while providing reliable power during the 5-year construction phase and 23 years of backup power during operations.

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.

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.