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Urea prices have retreated from recent highs, with New Orleans values falling after reaching $440/t and August urea trading near $380. Phosphate markets face tighter supply, with Chinese exports sharply reduced, Saudi shipments constrained, and sulfur availability tightened.
Potash appears comparatively stable.
Softer urea offers buying opportunities, while constrained phosphate supply could drive sharp DAP price increases ahead of fall demand.
rfdtv.comTony St. JamesAug 14, 2026Not enough comparable past events yet for a historical read.
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.
