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Driven by expectations of favorable policies, potassium chloride prices have stopped falling and rebounded. Prices for 62% white potassium chloride at ports have risen to 3,100–3,150 RMB/tonne, while 60% Laotian potassium chloride has rebounded to 2,950–3,000 RMB/tonne; border trade prices have also recovered to 3,000 RMB/tonne. These figures represent increases ranging from 50 to 150 RMB/tonne compared to pre-rebound levels. Although downstream transaction volumes remain modest for now, purchasing activity has indeed begun, and industry insiders anticipate that this upward trend may persist for some time. Analysts suggest that if import volumes and port inventories decline, or if international prices show a significant upward trend, the market recovery for potassium chloride could be fully solidified. However, some manufacturers remain concerned about the market outlook, primarily due to high port inventories—hovering around 3.7 million tonnes—and the lack of any current signs of a reduction in import volumes.
Potassium sulfate prices have seen only localized rebounds, remaining generally stable overall. This is due to sluggish current demand and manufacturer concerns that raising prices could lead to a loss of customers. In reality, processing companies face high production costs and have long been operating at a loss. Some potassium sulfate producers indicate that if the rebound in potassium chloride prices proves sufficiently strong, there is a possibility that potassium sulfate prices will also receive a boost and enhance. (Source: Potassium World)
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