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The EU introduced a progressive tax on Russian and Belarusian fertilizer imports, with a 6.5% duty plus a €40/t levy since July. Urea imports from Russia fell by about two-thirds in July and August.
The levy will rise to a maximum of 6.5% plus €430/t by July 2028.
Reduced Russian supply into Europe tightens the European urea market and supports European producers, which can raise prices. The tax also links fertilizer output to EU gas demand.
worldfertilizer.comWillow MunzNov 10, 2025After 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.
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.
