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A North Dakota State University analysis finds that US fertilizer imports have shifted since the 10% baseline tariff took effect in April. Potash imports from tariffed countries fell 31% between April and September, while nitrogen imports from untariffed countries such as Russia rose 44% year on year.
Tariffs are raising US fertilizer costs and pushing buyers toward higher-priced or less diversified sources, which supports potash and urea prices and adds to crop input costs that feed through to grain and feed margins.
agri-pulse.comOliver WardOct 20, 2025Not enough comparable past events yet for a historical read.
After 176 past bullish trade events, UREA moved a median +0.1% over 5 sessions (51% higher; middle half -1.3% to +2.4%), and +1.6% 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.
