# Agri-commodity markets have not priced in fertilizer supply risks, say analysts - The HinduBusinessLine

> Analysts at ING say agricultural commodity markets have not fully priced in the risk that high fertiliser prices will reduce application and crop yields. They point to export quotas by Russia and China as worsening the disruption, with developing countries most exposed.

- Date: 2026-07-08 · published 2026-07-08T12:00:00.000Z
- Category: market · region Global · magnitude low
- Page: https://feedsoft.ai/events/18272-agri-commodity-markets-have-not-priced-in-fertilizer-supply-risks-say-analysts
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md), [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

If fertiliser use falls, lower yields could tighten grain and oilseed supply later, a risk that current prices do not yet reflect.

## Sources

- thehindubusinessline.com: https://www.thehindubusinessline.com/economy/agri-business/agri-commodity-markets-have-not-priced-in-fertilizer-supply-risks-say-analysts/article71198542.ece

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.