# Fertilizer affordability improves, but supply risks remain amid global market shifts - Farm Country Alabama

> A Hamm Institute report says the Middle East war disrupted Strait of Hormuz flows of urea and seaborne sulphur, and China tightened fertilizer export controls. The authors describe a security crisis across nitrogen supply and sulphur availability for phosphate production.

- Date: 2026-10-21 · published 2026-10-21T12:00:00.000Z
- Category: geopolitics · region Middle East · magnitude low
- Page: https://feedsoft.ai/events/17036-fertilizer-affordability-improves-but-supply-risks-remain-amid-global-market
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [DAP](https://feedsoft.ai/c/DAP.md), [Crude Oil (WTI)](https://feedsoft.ai/c/WTI.md)

## Why it matters

Loss of Hormuz urea and sulphur flows keeps nitrogen and phosphate prices supported, raising production costs for feed grains and oilseeds.

## Read by commodity

- DAP: bullish ▲
- WTI: neutral
- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2026-03-29 | [Maintaining fertilizer market stability amid global fluctuation](https://feedsoft.ai/events/20462-maintaining-fertilizer-market-stability-amid-global-fluctuation.md) | +11.2% | +9.5% |
| UREA | 2022-08-05 | [Global Fertilizer Constraints - Total Farm Marketing by Stewart-Peterson](https://feedsoft.ai/events/39979-global-fertilizer-constraints-total-farm-marketing-by-stewart-peterson.md) | -4.5% | +13.6% |
| UREA | 2026-04-07 | [SunSirs: Global Fertilizer Prices Soar, While China Maintains Ample Supply and Remains a Price Haven - ChemNet](https://feedsoft.ai/events/9778-sunsirs-global-fertilizer-prices-soar-while-china-maintains-ample-supply-and.md) | 0.0% | -10.4% |
| UREA | 2022-08-02 | [Mosaic, CF Industries expect global fertilizer supply to remain tight \| Financial Post](https://feedsoft.ai/events/40373-mosaic-cf-industries-expect-global-fertilizer-supply-to-remain-tight-financial.md) | 0.0% | +17.2% |
| UREA | 2026-01-26 | [Fertilizer Prices Stay Elevated Despite Improving Global Supply](https://feedsoft.ai/events/20976-fertilizer-prices-stay-elevated-despite-improving-global-supply.md) | +1.6% | +12.9% |
| DAP | 2026-04-07 | [SunSirs: Global Fertilizer Prices Soar, While China Maintains Ample Supply and Remains a Price Haven - ChemNet](https://feedsoft.ai/events/9778-sunsirs-global-fertilizer-prices-soar-while-china-maintains-ample-supply-and.md) | +0.7% | +5.9% |
| DAP | 2026-04-13 | [War Stresses Global Fertilizer Markets \| Rabobank](https://feedsoft.ai/events/19637-war-stresses-global-fertilizer-markets-rabobank.md) | +0.3% | +5.2% |
| DAP | 2026-06-02 | [Global Fertilizer Markets Today - IFDC](https://feedsoft.ai/events/7282-global-fertilizer-markets-today-ifdc.md) | -0.3% | -5.1% |

## Sources

- farmcountryal.com: https://farmcountryal.com/fertilizer-affordability-improves-but-supply-risks-remain-amid-global-market-shifts

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