
Forbes Middle East reports that fertilizer prices are projected to rise more than 30 percent in 2026, with urea up about 60 percent according to World Bank forecasts. The article cites WFP estimates that up to 45 million more people could face acute food insecurity if the conflict persists.
Rising fertilizer costs squeeze farmer affordability and threaten yields, which tends to tighten feed grain supplies over the coming seasons.
After 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.
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.