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StoneX fertilizer analyst Josh Linville says fertilizer prices could stay elevated into spring 2027 even if Strait of Hormuz tensions ease, because global supply chains have been badly damaged. University of Illinois researchers report DAP rising from about $700 to $850 per ton in 2026, and sulfur prices up more than 130% year to date.
Tight nitrogen, phosphate and sulfur supplies raise input costs for the 2027 crop and keep fertilizer prices firm even if shipping normalises. Feed buyers should expect higher grain production costs to persist.
agweb.comTyne MorganOct 25, 2026After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% over 20.
After 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.
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.
