BHP transportation agreements with Canadian National Railway and Canadian Pacific Kansas City will support the company’s Jansen Potash Mine in Saskatchewan, adding a defined logistics arrangement to the project on June 4, 2026.

CN and CPKC to haul Jansen potash for BHP
Photo: CPKC

The development came as hedge funds held $1.8 billion in positions in BHP Group Limited (NYSE:BHP) as of Q1 2026, placing the company among the best coal stocks to invest in.

BHP transportation agreements cover Jansen potash trains

The agreements give both of Canada’s national rail carriers a role in moving potash from Jansen to export infrastructure on the west coast⁠. CN and CPKC will each operate unit trains from the mine to Westshore Terminals in Vancouver, where the product will be shipped to international markets.

BHP’s logistics plan uses a dual-rail structure enabled by the Jansen Access Spur, which links the mine with both mainlines. The setup is designed to strengthen supply chain reliability and give BHP more flexibility in serving international customers.

The initial term is expected to run for about four years⁠ and will cover output from Jansen Stage 1. Later transportation arrangements are planned to correspond with the next phase of the project.

Karina Gistelinck, BHP’s Asset President for Potash, said the agreements would support BHP Group Limited (NYSE:BHP) in delivering Saskatchewan potash to global customers as the Jansen project approaches first production. CN and CPKC both described the contracts as the beginning of longer-term relationships, while CPKC also pointed to its current position as a leading potash shipper in North America.

Separate biofuel pilot advances supply chain work

BHP Group Limited (NYSE:BHP) also advanced on another supply chain front on June 3, 2026.

The company worked with the Global Center for Maritime Decarbonization on a pilot project⁠ using biofuel made from used cooking oil and waste animal fat. The fuel blend was used to refuel a BHP-chartered bulk carrier transporting iron ore from Western Australia to China.

Bunkered in Singapore in early May, the blend contained equal portions of tallow-derived biodiesel and used cooking oil. According to BHP Group Limited (NYSE:BHP) and GCMD, running on the blend can reduce well-to-wake greenhouse gas emissions by about 79% per voyage compared with conventional marine fuel.

BHP Group Limited (NYSE:BHP) is a basic materials company producing essential commodities including iron ore, copper, steelmaking coal, and soon potash. The company is also the world’s largest copper producer.