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An Iowa PBS podcast with The Fertilizer Institute's chief economist discusses supply chokepoints in the Strait of Hormuz, Russia, China and tight sulfur supplies. Phosphate is identified as the largest concern heading into 2027.
Persistent phosphate supply tightness supports fertilizer costs for growers planning 2027 inputs, with limited near-term price relief expected.
mining.com.auAmy RotmanOct 5, 2026After 114 past bullish geopolitics events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.3% to +1.2%), and +0.3% over 20.
After 11 past neutral geopolitics events, Urea moved a median +0.4% over 5 sessions (64% higher; middle half -1.0% to +5.9%), and +7.8% over 20.
Not enough comparable past events yet for a historical read.
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.
