# Brazil's fertilizer gap is a global food risk

> An analysis piece notes Brazil imports about 90% of the fertilizer it uses, despite being the world's largest soybean exporter and a major agricultural net exporter. It highlights reliance on a handful of suppliers, including Russia, and cites sanctions and reduced exports pushing fertilizer prices up more than 10%.

- Date: 2026-11-15 · published 2026-11-15T12:13:14.735Z
- Category: trade · region Brazil · magnitude low
- Page: https://feedsoft.ai/events/101140-brazil-s-fertilizer-gap-is-a-global-food-risk
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md), [Soybeans](https://feedsoft.ai/c/SOY.md)

## Why it matters

Brazil's import dependence means fertilizer supply shocks can cut its future soybean and corn output, tightening global feed supply. Higher input costs also support firmer prices for these crops over time.

## Read by commodity

- SOY: bullish ▲
- UREA: bullish ▲
- POTASH: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2025-08-27 | [Brazil fertilizer imports reach record high in July amid global trade tensions — Fertilizer Daily](https://feedsoft.ai/events/23641-brazil-fertilizer-imports-reach-record-high-in-july-amid-global-trade-tensions.md) | -7.0% | -8.8% |
| UREA | 2026-02-13 | [India Urea Tender Tightens Global Fertilizer Supplies Again - RFD-TV](https://feedsoft.ai/events/20534-india-urea-tender-tightens-global-fertilizer-supplies-again-rfd-tv.md) | +0.1% | +31.0% |
| UREA | 2021-10-11 | [Brazilian farmers also see fertilizer costs double](https://feedsoft.ai/events/44891-brazilian-farmers-also-see-fertilizer-costs-double.md) | +0.3% | +6.4% |
| UREA | 2024-09-30 | [Fertilizer Prices Steady Amid Global Developments \| CZ app](https://feedsoft.ai/events/5247-fertilizer-prices-steady-amid-global-developments-cz-app.md) | +5.3% | +4.4% |
| UREA | 2026-02-06 | [Ballance Agri-Nutrients issued 2026 global fertilizer markets report - Fertilizer Daily](https://feedsoft.ai/events/20530-ballance-agri-nutrients-issued-2026-global-fertilizer-markets-report-fertilizer.md) | +0.8% | +27.6% |
| SOY | 2021-10-11 | [Brazilian farmers also see fertilizer costs double](https://feedsoft.ai/events/44891-brazilian-farmers-also-see-fertilizer-costs-double.md) | -2.0% | -4.1% |
| SOY | 2020-05-14 | [China’s Pigs Gobble Up Brazilian Soybeans - Caixin Global](https://feedsoft.ai/events/53094-china-s-pigs-gobble-up-brazilian-soybeans-caixin-global.md) | +1.3% | +3.6% |
| SOY | 2020-12-01 | [Global Trade War a Boon for Black Sea Grain \| Feed & Grain](https://feedsoft.ai/events/49509-global-trade-war-a-boon-for-black-sea-grain-feed-and-grain.md) | -0.9% | +10.9% |

## Sources

- fortune.com: https://fortune.com/2026/11/15/brazil-fertilizer-potash-imports-global-food-supply-risk-lorenzo-rosa/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.