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CoBank's Knowledge Exchange report says higher fertilizer prices are structural, with global phosphate capacity forecast to fall 13% from pre-crisis levels. Sulfur shortages, Russia's sulfur export ban and delayed capacity additions in Morocco and Saudi Arabia are cited as drivers.
Persistent capacity losses mean phosphate prices are unlikely to ease soon, supporting higher input costs for growers and sustaining phosphate demand destruction.
fertilizerdaily.comKim ClarksenSep 5, 2026Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
After 66 past bullish report events, DAP moved a median 0.0% over 5 sessions (41% higher; middle half -0.6% to +0.7%), 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.
