# Global Ag News For Sept 26.2025 - ADM Investor Services

> US Agriculture Secretary Brooke Rollins announced an antitrust review of crop input suppliers, including seed and fertilizer makers, under a memorandum with the Justice Department. Shares of Nutrien, CF Industries, Mosaic and Corteva fell on the news.

- Date: 2025-09-26 · published 2025-09-26T12:00:00.000Z
- Category: policy · region US · magnitude low
- Page: https://feedsoft.ai/events/22954-global-ag-news-for-sept-26-2025-adm-investor-services
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [DAP](https://feedsoft.ai/c/DAP.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

The probe targets concentrated fertilizer and seed suppliers, adding uncertainty to input supply and costs, though it does not change near-term fertilizer tonnage.

## Read by commodity

- DAP: neutral
- UREA: neutral
- POTASH: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2023-04-14 | [Fertiliser Security for Food Security in Southeast Asia: Going Local and Circular \| FULCRUM](https://feedsoft.ai/events/36333-fertiliser-security-for-food-security-in-southeast-asia-going-local-and.md) | -0.8% | +3.5% |
| UREA | 2022-09-06 | [As summer ends, corn growers focus on fall policy priorities \| In the News \| Congresswoman Michelle Fischbach](https://feedsoft.ai/events/39587-as-summer-ends-corn-growers-focus-on-fall-policy-priorities-in-the-news.md) | -4.7% | -10.1% |
| UREA | 2025-02-27 | [Agri Ministry flags sharp rise in urea, DAP use in several states - The Tribune](https://feedsoft.ai/events/7460-agri-ministry-flags-sharp-rise-in-urea-dap-use-in-several-states-the-tribune.md) | -3.6% | -4.9% |
| UREA | 2024-11-01 | [Fertilizer subsidy payout declines in April-September  - The HinduBusinessLine](https://feedsoft.ai/events/5408-fertilizer-subsidy-payout-declines-in-april-september-the-hindubusinessline.md) | -4.7% | -5.0% |
| UREA | 2023-12-11 | [(2nd LD) S. Korea to extend tariff quota on urea, fertilizer material over China's export curbs \| Yonhap News Agency](https://feedsoft.ai/events/32638-2nd-ld-s-korea-to-extend-tariff-quota-on-urea-fertilizer-material-over-china-s.md) | -3.1% | -2.4% |
| DAP | 2021-04-09 | [Fertiliser  Prices News: Government Tells Fertiliser Companies Not To Raise Prices](https://feedsoft.ai/events/47929-fertiliser-prices-news-government-tells-fertiliser-companies-not-to-raise-prices.md) | +0.2% | +6.7% |
| DAP | 2023-05-22 | [DAP subsidy cut by Rs 15,792 a ton; low global prices to save govt bill - Rural Voice is a bilingual news platform which is filling the information gap by providing in-depth coverage of agricultural policies, technological advancements, cooperatives, public sector and rural development. It offers analytical content tailored for](https://feedsoft.ai/events/5365-dap-subsidy-cut-by-rs-15-792-a-ton-low-global-prices-to-save-govt-bill-rural.md) | -19.2% | -21.0% |
| 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% |

## Sources

- admis.com: https://www.admis.com/global-ag-news-for-sept-26-2025/

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