# TFI Chicago Conference: Insights into Fertilizer Markets

> FertiStream summarizes discussions at the September 2025 TFI World Fertilizer Conference in Chicago, where participants flagged US tariff policy uncertainty on fertilizer imports, EU CBAM concerns, and changes in China's export policy. Attendees expected a sizable US corn planting area next season.

- Date: 2025-10-06 · published 2025-10-06T12:00:00.000Z
- Category: policy · region US · magnitude low
- Page: https://feedsoft.ai/events/22724-tfi-chicago-conference-insights-into-fertilizer-markets
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [DAP](https://feedsoft.ai/c/DAP.md), [Corn](https://feedsoft.ai/c/CORN.md)

## Why it matters

Tariff uncertainty and China's export policy shifts keep importers cautious, which can cause sudden fertilizer price swings and affect nitrogen and phosphate costs for feed-grain producers.

## Read by commodity

- DAP: neutral
- CORN: neutral
- UREA: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2024-04-28 | [Uncertainty Brings Fertiliser Markets to Near Halt \| CZ app](https://feedsoft.ai/events/5020-uncertainty-brings-fertiliser-markets-to-near-halt-cz-app.md) | -7.7% | -6.1% |
| UREA | 2025-12-11 | [Urea market braces for EU’s CBAM \| World Fertilizer](https://feedsoft.ai/events/21823-urea-market-braces-for-eu-s-cbam-world-fertilizer.md) | +1.0% | +11.2% |
| UREA | 2023-04-18 | [Why stabilising the fertiliser market matters for Europe’s food industry](https://feedsoft.ai/events/36741-why-stabilising-the-fertiliser-market-matters-for-europe-s-food-industry.md) | +1.5% | +6.3% |
| UREA | 2020-09-25 | [India’s Fertilizer Under Pressure \| World Fertilizer](https://feedsoft.ai/events/51053-india-s-fertilizer-under-pressure-world-fertilizer.md) | -4.3% | -4.0% |
| UREA | 2024-10-25 | [Fertilizer market anticipates little impact from updated Russian export quotas](https://feedsoft.ai/events/27784-fertilizer-market-anticipates-little-impact-from-updated-russian-export-quotas.md) | -0.9% | -5.6% |
| DAP | 2026-02-12 | [Market data analysis & forecasts - Fertilizer market](https://feedsoft.ai/events/20936-market-data-analysis-and-forecasts-fertilizer-market.md) | -0.3% | +2.8% |
| DAP | 2026-09-01 | [The global nitrogen fertilizer market is gradually stabilizing](https://feedsoft.ai/events/5474-the-global-nitrogen-fertilizer-market-is-gradually-stabilizing.md) | +0.3% | +1.6% |
| DAP | 2023-04-18 | [Why stabilising the fertiliser market matters for Europe’s food industry](https://feedsoft.ai/events/36741-why-stabilising-the-fertiliser-market-matters-for-europe-s-food-industry.md) | 0.0% | -10.3% |

## Sources

- fertistream.com: https://fertistream.com/post/23

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