# Tariffs are already shifting fertilizer supply chains, increasing costs, study finds | Agri-Pulse Communications, Inc.

> 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.

- Date: 2025-10-20 · published 2025-10-20T12:00:00.000Z
- Category: trade · region US · magnitude medium
- Page: https://feedsoft.ai/events/22727-tariffs-are-already-shifting-fertilizer-supply-chains-increasing-costs-study
- Commodities: [Potash (KCl)](https://feedsoft.ai/c/POTASH.md), [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

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.

## Read by commodity

- UREA: bullish ▲
- POTASH: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2024-11-27 | [Trump's threatened tariffs could raise farmer costs \| Agri-Pulse Communications, Inc.](https://feedsoft.ai/events/6066-trump-s-threatened-tariffs-could-raise-farmer-costs-agri-pulse-communications.md) | +0.5% | +8.3% |
| UREA | 2022-06-16 | [Farm state lawmakers press ITC to reverse on fertilizer duties \| 2022-06-16 \| Agri-Pulse Communications, Inc.](https://feedsoft.ai/events/40925-farm-state-lawmakers-press-itc-to-reverse-on-fertilizer-duties-2022-06-16-agri.md) | -0.9% | +3.9% |
| UREA | 2025-02-21 | [Producers needing to purchase urea fertilizer for spring use are looking at a steadily increasing cost  - SaskAgToday.com](https://feedsoft.ai/events/26370-producers-needing-to-purchase-urea-fertilizer-for-spring-use-are-looking-at-a.md) | -0.5% | -4.7% |
| UREA | 2025-08-28 | [Sticky input prices and short supplies: What's keeping fertilizer costs high? - RealAgriculture](https://feedsoft.ai/events/23627-sticky-input-prices-and-short-supplies-what-s-keeping-fertilizer-costs-high.md) | -7.5% | -8.9% |
| UREA | 2025-02-05 | [Urea, UAN32 lead fertilizer prices higher; tariffs could boost potash prices - AgriAmerica](https://feedsoft.ai/events/25958-urea-uan32-lead-fertilizer-prices-higher-tariffs-could-boost-potash-prices.md) | +2.4% | -1.5% |

## Sources

- agri-pulse.com: https://www.agri-pulse.com/articles/23627-tariffs-are-already-shifting-fertilizer-supply-chains-increasing-costs-study-finds

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