# Market Talks: Conflict in the Middle East and the outlook for the Brazilian fertilizer market in the 2025-26 crop cycle  | Argus Media

> Argus analysts say the Israel-Iran conflict is already disrupting fertilizer supply chains, including attacks on gas production facilities. Brazil's nutrient purchases for the 2025-26 soybean and corn crops are advancing, but product availability and Chinese phosphate policy are complicating the market.

- Date: 2025-06-23 · published 2025-06-23T12:00:00.000Z
- Category: geopolitics · region Brazil · magnitude low
- Page: https://feedsoft.ai/events/24149-market-talks-conflict-in-the-middle-east-and-the-outlook-for-the-brazilian
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

Gas-related supply disruption and limited Brazilian product availability support nitrogen and phosphate prices ahead of the main buying season.

## Read by commodity

- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2026-03-03 | [Fertilizer Markets Surge Following Escalation in the Middle East - RFD](https://feedsoft.ai/events/4435-fertilizer-markets-surge-following-escalation-in-the-middle-east-rfd.md) | +10.0% | +19.1% |
| UREA | 2025-06-16 | [Middle East conflict throws more uncertainty into global fertilizer markets \| Agri-Pulse Communications, Inc.](https://feedsoft.ai/events/24537-middle-east-conflict-throws-more-uncertainty-into-global-fertilizer-markets.md) | +3.6% | +14.9% |
| UREA | 2026-03-10 | [Middle East conflict strains fertilizer supply chains \| World Fertilizer](https://feedsoft.ai/events/20099-middle-east-conflict-strains-fertilizer-supply-chains-world-fertilizer.md) | +2.8% | +21.1% |
| UREA | 2022-11-30 | [Turbulence in fertiliser markets weighs on crop outlook \| articles \| ING THINK](https://feedsoft.ai/events/38620-turbulence-in-fertiliser-markets-weighs-on-crop-outlook-articles-ing-think.md) | +3.8% | -0.5% |
| UREA | 2026-03-02 | [Why your fertilizer could cost more because of the Iran conflict - MarketWatch](https://feedsoft.ai/events/4430-why-your-fertilizer-could-cost-more-because-of-the-iran-conflict-marketwatch.md) | +25.5% | +36.4% |

## Sources

- argusmedia.com: https://www.argusmedia.com/en/news-and-insights/energy-and-commodity-podcasts/falando-de-mercado-o-conflito-no-oriente-medio-perspectivas-fertilizantes-na-safra-2025-26

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