# Brazil fertilizer deliveries seen falling at least 10%

> Brazil's fertilizer industry expects 2026/27 deliveries to fall at least 10% as the Middle East conflict raises logistics costs, while rising farm debt and pricier credit delay purchases. Soybean fertilizer buying is about 80% complete, five points behind last year, and second-crop corn purchases stand at 30% versus 35%. Mosaic says sales gained momentum over the past three weeks as soybean prices recovered.

- Date: 2026-07-30 · published 2026-07-30T12:00:00.000Z
- Category: macro · region Brazil · magnitude low
- Page: https://feedsoft.ai/events/18687-brazil-fertilizer-deliveries-seen-falling-at-least-10
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [DAP](https://feedsoft.ai/c/DAP.md), [Soybeans](https://feedsoft.ai/c/SOY.md)

## Why it matters

Lower fertilizer demand in Brazil reduces import pull on phosphate and urea and weighs on fertilizer-linked prices, while farmers' weaker margins may trim planted area for future feed grain and meal supply.

## Read by commodity

- DAP: bearish ▼
- SOY: neutral
- UREA: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2023-03-20 | [Global Natural Gas Prices Keep Falling as Demand Weakens, Banking Crisis Weighs on Markets – LNG Recap](https://feedsoft.ai/events/37032-global-natural-gas-prices-keep-falling-as-demand-weakens-banking-crisis-weighs.md) | +0.3% | +13.2% |
| UREA | 2022-11-29 | [Europe: Nitrates prices decline following restarts; now nearing breakeven levels](https://feedsoft.ai/events/7856-europe-nitrates-prices-decline-following-restarts-now-nearing-breakeven-levels.md) | -4.0% | -7.5% |
| UREA | 2020-03-20 | [Coronavirus impact hits western urea markets hard, east faring better for now](https://feedsoft.ai/events/54426-coronavirus-impact-hits-western-urea-markets-hard-east-faring-better-for-now.md) | -1.2% | +0.7% |
| UREA | 2023-03-24 | [US natgas prices slump after mild winter leaves big surplus \| Reuters](https://feedsoft.ai/events/37027-us-natgas-prices-slump-after-mild-winter-leaves-big-surplus-reuters.md) | -0.8% | +13.0% |
| UREA | 2026-10-23 | [U.S. Natural Gas Futures Fall on Mild Near-Term Weather - WSJ](https://feedsoft.ai/events/626-u-s-natural-gas-futures-fall-on-mild-near-term-weather-wsj.md) | -0.1% | — |
| DAP | 2022-08-31 | [European Fertilizer Production Falls Due to High Gas Prices 31.08.2022 - UkrAgroConsult](https://feedsoft.ai/events/40340-european-fertilizer-production-falls-due-to-high-gas-prices-31-08-2022.md) | +0.7% | -0.7% |
| DAP | 2023-01-09 | [Looking to a turn in the commodity price cycle - CRU Group](https://feedsoft.ai/events/10450-looking-to-a-turn-in-the-commodity-price-cycle-cru-group.md) | 0.0% | +2.0% |
| SOY | 2026-10-27 | [First Thing Today \| Soybeans see small bounce as Brazilian real stabilizes - Pro Farmer](https://feedsoft.ai/events/436-first-thing-today-soybeans-see-small-bounce-as-brazilian-real-stabilizes-pro.md) | +0.5% | — |

## Sources

- valorinternational.globo.com: https://valorinternational.globo.com/agribusiness/news/2026/07/30/brazil-fertilizer-deliveries-seen-falling-at-least-10percent.ghtml

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