European fertilizer prices have risen through 2025, particularly for phosphate and nitrogen products. EU customs duties on Russian and Belarusian fertilizer imports began July 1, 2025, and are set to rise steeply toward 2028.
EU tariffs on Russian and Belarusian product cut import supply and push buyers toward North Africa and EU production, keeping European nitrogen and phosphate prices firm and raising feed-related input costs.
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.
After 151 past bullish policy events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.6% to +0.9%), and +1.9% over 20.
After 12 past policy events, Euro (USD per EUR) moved a median +0.3% over 5 sessions (75% higher; middle half -0.1% to +1.0%), and +0.7% 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.