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Fertilizer shipments through the Strait of Hormuz have started to pick up following an interim deal to end the Iran war announced June 15. About 640,000 tonnes of sulphur and 427,000 tonnes of urea have transited since then, far above wartime volumes.
Analysts say flows will take time to return to pre-conflict levels.
Resumed Gulf urea and sulphur flows ease the supply squeeze that lifted fertilizer prices, which should pressure urea and DAP prices lower as cargoes arrive. Full normalization is not expected until later in the summer, so relief will be gradual.
producer.comReuters26 jun 2026Tras 17 eventos bajista de geopolítica pasados, Urea se movió una mediana de -1,9 % en 5 sesiones (41% al alza; mitad central entre -3,1 % y +2,8 %), y +0,2 % en 20.
Tras 126 eventos de geopolítica pasados, DAP se movió una mediana de 0,0 % en 5 sesiones (48% al alza; mitad central entre -0,7 % y +1,2 %), y +0,2 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
Fertilizer and sulphur shipments resuming through Hormuz after the June 15 interim deal ease input-cost and supply fears, a plausible driver of a sharp DAP price drop, though the event is dated a day after the move.
