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Dan Engel writes that growers face a tight fertility market, with global supply constraints preventing meaningful price retreat even after most reciprocal tariffs were lifted in November. Ammonia imports remain subject to tariffs, and projected corn plantings of 94-96 million acres keep nitrogen tight through spring.
Projected corn acreage and tariffs on ammonia imports keep nitrogen demand firm and limit price declines. Phosphate demand rationing suggests less upside in that nutrient.
farmweeknow.comDAN ENGELFeb 10, 2026Not enough comparable past events yet for a historical read.
Not 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.
