If you're looking for a pure-Canadian single-stock approach to the situation, Saskatchewan-based Nutrien (NTR) happens to be the world's biggest potash producer. And it is integral to the global fertilizer supply chain. Together, Russia and Belarus account for 37.6% of the world's potash production. While analysts can't be sure how much of Belarus' and Russia's capacity will be hampered by war, tariffs and sanctions, there is no doubt that many potash buyers will be looking for a more stable supplier in the immediate future.