Global Urea Crisis Worsens Due to Middle East Conflict and Logistical Blockade

The closure of the Strait of Hormuz halts urea exports, reduces global supply, and raises concerns about agricultural costs and inflationary pressure. More than 55% to 60% of urea production in the Middle East has been affected since the end of February 2016, when the conflict with Iran led to the operational closure of the […]
Fertilizer prices in the Argentine market remain below replacement cost due to cooling demand

Fertilizer prices in the Argentine market continue to trade below replacement cost due to cooling demand, just weeks before the start of the 2026/27 wheat and barley planting season. Import costs for phosphate fertilizers have risen between US$190 and US$200 per ton since the beginning of the year. Currently, diammonium phosphate (DAP) is priced between […]
US: American producers secured much of their fertilizer needs before the Middle East war, but are concerned about the upcoming season

Nearly two-thirds of US corn producers had purchased at least 80% of their nitrogen fertilizer needs for 2026 before the price surge triggered by the Middle East war, while 9% have yet to purchase anything, a significant number given the current situation. This was determined by a survey conducted by the National Corn Growers Association […]
Prices with no ceiling: The global fertilizer market has shifted from discussing prices to assessing product availability

The global fertilizer market has shifted from discussing prices to assessing product availability. With fewer available tons, greater logistical risk, and uncertain replenishment costs, prices appear to have no ceiling in the current situation. “First, India absorbed global liquidity with an allocation of 1.3 million tons of urea, setting a new price floor. Then came […]
The war in the Middle East drives up fertilizer prices: Urea nears US$700

The escalation between the US, Israel, and Iran is driving up energy and fertilizer prices. Agriculture faces greater volatility in grain prices and rising costs. The escalating conflict between the United States, Israel, and Iran began impacting agricultural markets on March 9, with increases in energy, fertilizer, and logistics costs already generating greater volatility in […]
More than 60% of the fertilizer imported by Argentina comes from the conflict-ridden Middle East region.

The joint military operation between the US and Israel against Iran triggered a response from the Persian nation, leading to the blocking of oil shipments through the Strait of Hormuz and destabilizing the entire Middle East region. This region is central to the production and trade of nitrogen fertilizers, meaning that if the conflict continues […]
Fertilizer Prices Remain High in Latin America: Costs on Alert for 2026

Fertilizer prices remain high in the region with no clear signs of decreasing. The direct impact will be felt in the costs of the 2026/27 growing season and in export competitiveness. As of February 21, 2026, fertilizer prices in Latin America remained high and stable, with firm benchmarks in key markets such as Brazil, Argentina, […]
Phosphates Will Remain Relatively Expensive

According to experts, there are currently no reasons to believe that these fertilizers will see lower prices in the short term. The global context plays a decisive role, especially the anticipated movements in China. China is a key player in the production and export of phosphates. Its own needs and geopolitics led it to restrict […]
Fertilizers: Weekly Increases and Prices Between 6% and 14% Above December 2025

The international fertilizer market maintains a firm outlook for both nitrogen and phosphate fertilizers, driven by supply constraints in key origins, anticipated demand in high-consumption markets, and limited availability, according to the latest weekly report from Fertilizer Engineering (IF) for the end of January. Urea: Widespread Increases In nitrogen fertilizers, the urea market remains strong. […]
Tensions between the US and Iran are putting pressure on urea prices

The rise in prices reflects geopolitical risks in the Middle East and uncertainties about US trade tariffs. The escalation of geopolitical tensions between the United States and Iran caused a rise in urea futures prices on the international market last week. This analysis is presented in the weekly fertilizer report from StoneX, a global financial […]