
Farmers in Bangladesh report no major urea or potash supply problems, but DAP and TSP supplies are thin and prices are above normal. The Daily Star found overpricing in at least 10 districts, and officials say urea stocks will last until June and non-urea supplies until October.
The FAO rates Bangladesh's fertiliser supply risk as extreme.
Tight phosphate supply and higher prices tied to the Middle East war raise input costs for feed-grain and rice producers. Urea and potash are less affected in this market for now.
After 114 past bullish geopolitics events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.3% to +1.2%), and +0.3% over 20.
Not enough comparable past events yet for a historical read.
After 11 past neutral geopolitics events, Urea moved a median +0.4% over 5 sessions (64% higher; middle half -1.0% to +5.9%), and +7.8% 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.