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CoBank reports that fertilizer markets face supply constraints and farmer affordability pressures, with growers cautious in US and Brazil purchasing. It notes that the 2025 harvest depleted soil phosphate and potash, and that producers expect higher nitrogen volumes but flat potash and slightly lower phosphate volumes in 2026.
Cautious buying and balanced 2026 volumes suggest that fertilizer prices will stay moderated in the near term, with replenishment demand offering some support later.
cobank.comJacqui FatkaDec 10, 2025Not 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.
