# TFI economist says geopolitics could drive new fertilizer innovation amid supply chain disruptions - Brownfield Ag News

> The Fertilizer Institute's chief economist, Veronica Nigh, expects more product innovation as geopolitics disrupt fertilizer supply chains. She suggests growers may turn to alternatives such as ammonium sulfate and triple superphosphate. She also says China's 2026 fertilizer export restrictions will likely keep supplies unstable for the coming season.

- Date: 2026-01-29 · published 2026-01-29T12:00:00.000Z
- Category: geopolitics · region US · magnitude low
- Page: https://feedsoft.ai/events/21380-tfi-economist-says-geopolitics-could-drive-new-fertilizer-innovation-amid
- Commodities: [TSP](https://feedsoft.ai/c/TSP.md), [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

China supplies about 40% of processed phosphate and 30% of ammonia and urea, so continued export curbs support nutrient prices and volatility. Substitution toward TSP and ammonium sulfate could shift demand between nutrient products.

## Read by commodity

- TSP: bullish ▲
- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2024-02-29 | [Middle East shipping disruptions could ignite fertilizer prices - Brownfield Ag News](https://feedsoft.ai/events/31978-middle-east-shipping-disruptions-could-ignite-fertilizer-prices-brownfield-ag.md) | +7.6% | +8.6% |
| UREA | 2024-06-27 | [Analyst remains concerned about nitrogen fertilizer market - Brownfield Ag News](https://feedsoft.ai/events/30103-analyst-remains-concerned-about-nitrogen-fertilizer-market-brownfield-ag-news.md) | -2.1% | -0.7% |
| UREA | 2025-01-21 | [A global look at the fertilizer market - Brownfield Ag News](https://feedsoft.ai/events/26814-a-global-look-at-the-fertilizer-market-brownfield-ag-news.md) | +1.2% | +14.1% |
| UREA | 2026-03-10 | [Middle East conflict strains fertilizer supply chains \| World Fertilizer](https://feedsoft.ai/events/20099-middle-east-conflict-strains-fertilizer-supply-chains-world-fertilizer.md) | +2.8% | +21.1% |
| UREA | 2026-02-13 | [Fertilizer prices rise on supply chain issues](https://feedsoft.ai/events/20532-fertilizer-prices-rise-on-supply-chain-issues.md) | +0.1% | +31.0% |

## Sources

- brownfieldagnews.com: https://www.brownfieldagnews.com/news/tfi-economist-says-geopolitics-could-drive-new-fertilizer-innovation-amid-supply-chain-disruptions/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.