** Shares in German potash and salt miner K+S SDFGn.DE rise 3% with an analyst and a trader pointing to world's largest listed miner BHP Group BHP.AX flagging a delay at its key Jansen potash project in Canada
** BHP postponed first production to mid-2027 from the end-2026 target, and is also weighing extending its first output target for the second stage by two years to fiscal 2031, citing expected additional supply in the medium term
** "Delayed potash supply increases are positive for a tighter potash supply/demand and higher pricing," a trader says
** The news is a small positive for K+S, Florida-based Mosaic MOS.N and Nutrien NTR.TO, the trader adds
(Reporting by Paolo Laudani and Samuel Indyk)
((Paolo.laudani@thomsonreuters.com))
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