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Analysts said potash may not be the most pressing fertilizer concern for farmers this fall, as potash has been steady since 2022 highs. Nitrogen and phosphate are seen as bigger pressures, with Russia supplying 40% of US urea imports and 57% of UAN imports.
Reliance on Russian urea and UAN and tight phosphate supply point to higher nitrogen and phosphate costs, which can raise feed grain production costs.
hayandforage.comJenna ByrneSep 29, 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.
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.
