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The Trump administration eased restrictions on Belarus-linked financial and potash companies on March 26, tied to the prisoner release. The war with Iran has largely halted Persian Gulf nitrogen fertilizer exports, and some US farmers cannot obtain fertilizer at any price.
Trump said he plans policies to support farmers.
Loss of Gulf nitrogen exports is a major fertilizer supply shock that raises farm input costs and may cut US planting. Potash sanctions relief could add some supply, partly offsetting the nitrogen squeeze.
clickorlando.comFatima Hussein, Associated PressMar 26, 2026Not enough comparable past events yet for a historical read.
After 129 past bullish policy events, Urea moved a median -0.1% over 5 sessions (47% higher; middle half -1.3% to +2.3%), and +1.4% 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.
