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Fertistream's Milton Sato expects Brazilian buyers to keep seeking cheaper alternatives to phosphates and nitrogen in 2026. He says Chinese phosphate exports are unlikely before April, and that sulphur costs are pressuring SSP supplies.
He also flags tighter European nitrogen supply under the CBAM regime.
Tight phosphate and nitrogen supply in Brazil raises input costs for soybean and corn growers, which can influence planted area and crop prices.
worldports.orgMonica GermanyJan 22, 2026After 193 past bullish trade events, DAP moved a median +0.4% over 5 sessions (54% higher; middle half -0.3% to +1.8%), and +1.9% over 20.
After 176 past bullish trade events, Urea moved a median +0.1% over 5 sessions (51% higher; middle half -1.3% to +2.4%), and +1.6% over 20.
After 250 past neutral trade events, Soybeans moved a median +0.0% over 5 sessions (50% higher; middle half -1.4% to +1.6%), and -0.2% 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.
