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Executives from major fertilizer companies, including CF Industries, Nutrien, Mosaic, ICL and Yara, described market conditions on Q1 2026 earnings calls. They said nitrogen was already structurally tight, and the Hormuz closure disrupted roughly a third of global urea trade along with significant ammonia, phosphate and sulfur flows.
Company commentary confirms that tight nitrogen and phosphate supply is likely to persist, keeping input costs high for livestock and feed producers.
upstream.agShane ThomasMay 16, 2026Not 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.
