# RaboResearch: Poor Affordability to Pressure Global Fertilizer Demand in 2026 - CropLife

> RaboResearch reports that fertilizer affordability has declined as prices rose about 15% between April and September 2025, with phosphates up almost 19%. It expects weaker fertilizer demand in 2026 as global supplies of corn, wheat and soybeans reach record levels.

- Date: 2025-11-02 · published 2025-11-02T12:00:00.000Z
- Category: report · region Global · magnitude low
- Page: https://feedsoft.ai/events/22291-raboresearch-poor-affordability-to-pressure-global-fertilizer-demand-in-2026
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

Weaker affordability and forecast demand contraction in 2026 point to softer fertilizer price pressure once current supply tightness eases, while record crop supplies weigh on grain prices.

## Read by commodity

- DAP: bearish ▼

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| DAP | 2025-11-05 | 5 | -4.4% | -3.7 | Poor affordability and expected weaker 2026 fertilizer demand, with phosphates up about 19%, point to demand destruction that weighs on DAP prices. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DAP | 2024-09-11 | [global fertilizer demand set to see little growth \| World Fertilizer](https://feedsoft.ai/events/28223-global-fertilizer-demand-set-to-see-little-growth-world-fertilizer.md) | -0.2% | -0.5% |
| DAP | 2023-04-08 | [Global Fertilizer Price Updates: March’ 2023 -](https://feedsoft.ai/events/5937-global-fertilizer-price-updates-march-2023.md) | +9.5% | -3.4% |
| DAP | 2023-05-25 | [Fertilizer affordability starts to improve after two turbulent years](https://feedsoft.ai/events/4370-fertilizer-affordability-starts-to-improve-after-two-turbulent-years.md) | -19.6% | -22.3% |
| DAP | 2020-07-03 | [Global fertilizer prices expected to remain low over second half of 2020 - RealAgriculture](https://feedsoft.ai/events/52429-global-fertilizer-prices-expected-to-remain-low-over-second-half-of-2020.md) | +3.3% | +12.5% |
| DAP | 2025-10-28 | [Semi-Annual Global Fertilizer Outlook - Rabobank](https://feedsoft.ai/events/22326-semi-annual-global-fertilizer-outlook-rabobank.md) | -3.9% | -6.1% |

## Sources

- croplife.com: https://www.croplife.com/crop-inputs/fertilizer/raboresearch-poor-affordability-to-pressure-global-fertilizer-demand-in-2026/

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