ICL Signs 2026 Potash Supply Contracts With Chinese Customers
- ICL agreed to supply 750,000 tons of potash to China in 2026.
- Deals, with options for more volume, strengthen ICL’s position in China’s fertilizer market.
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Icl ( ICL +3.55% ▲ ) has shared an update.
On December 23, 2025, ICL Group Ltd. reported that, under its 2025–2027 framework arrangements with Chinese customers, it has signed contracts to deliver 750,000 metric tons of potash to China during 2026, with a mutual option for an additional 330,000 metric tons, priced in line with recent Chinese contract settlements at $348 per ton CIFFO. The new agreements reinforce ICL’s long-term sales visibility in one of its core fertilizer markets and underscore the company’s ongoing role as a key supplier to China’s agricultural sector within its existing multi‑year commercial framework.
The most recent analyst rating on ICL +3.55% ▲ stock is a Hold with a $6.00 price target. To see the full list of analyst forecasts on Icl stock, see the ICL Stock Forecast page.
Spark’s Take on ICL Stock
According to Spark, TipRanks’ AI Analyst, ICL is a Neutral.
ICL’s overall stock score reflects a mixed financial performance with resumed revenue growth but pressure on profitability. Technical analysis indicates bearish momentum, while valuation metrics suggest potential overvaluation. The earnings call provided positive guidance but also highlighted significant challenges. These factors combined result in a moderate overall score.
To see Spark’s full report on ICL stock, click here.
More about Icl
ICL Group Ltd. is an Israel-based specialty minerals and chemicals company, best known as a major global producer and supplier of potash and related fertilizers for agricultural markets worldwide, with a significant commercial presence in key geographies such as China.






