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A TD report says Canada imports less than five percent of its fertilizer from the Gulf region, far less than Mexico and the US, which rely on the region for about 30-40% of their urea. Canada's potash exports and domestic supply offer some insulation, but nitrogen prices are rising and soybean inventories are well below last year.
Higher nitrogen input costs from Middle East disruption can raise corn and feed production costs, while tight soybean inventories in Canada support soy-complex prices.
bophin.comLidia GradyNov 14, 2026After 325 past bullish geopolitics events, Corn moved a median +0.5% over 5 sessions (57% higher; middle half -1.5% to +2.8%), and +0.9% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
