
Russian export cargoes are being rerouted from Azov-Black Sea ports to Baltic and other routes after Black Sea disruption. Russian Railways fertilizer loadings fell by 700,000 to 800,000 tonnes in September versus the 2026 monthly average.
Tuapse terminal mineral fertilizer handling was also down 9% year on year in January to August.
Rail and port bottlenecks are cutting Russian fertilizer shipments, which tightens global potash and fertilizer supply and supports prices. Higher fertilizer costs can weigh on future grain and feed-crop output.
Not enough comparable past events yet for a historical read.
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