# Friday’s Insider: Urea and gas prices — market in transition — Fertilizer Daily

> TTF gas has fallen almost 20% since February 11 on rumours of storage relaxation and peace talks in Ukraine. Urea prices have stabilised at elevated levels after a rally, with European importers buying heavily ahead of possible tariffs on Russian fertiliser.

- Date: 2025-02-21 · published 2025-02-21T12:00:00.000Z
- Category: macro · region Europe · magnitude low
- Page: https://feedsoft.ai/events/26365-friday-s-insider-urea-and-gas-prices-market-in-transition-fertilizer-daily
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

European stockpiling ahead of tariffs supports urea demand even as gas costs ease. Urea remains high, so buyers face firm nitrogen prices.

## Read by commodity

- UREA: bullish ▲
- NATGAS: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2023-07-26 | [The increase in the price of oil led to an increase in the prices of gas and nitrogen fertilizers](https://feedsoft.ai/events/7009-the-increase-in-the-price-of-oil-led-to-an-increase-in-the-prices-of-gas-and.md) | +28.9% | +17.2% |
| UREA | 2021-10-08 | [Fertilizer prices soaring as natural-gas rally adds to ‘perfect storm’ - MarketWatch](https://feedsoft.ai/events/5906-fertilizer-prices-soaring-as-natural-gas-rally-adds-to-perfect-storm-marketwatch.md) | +4.0% | +9.9% |
| UREA | 2022-04-06 | [Nitrogen Fertilizer Prices and Supply in Light of the Ukraine-Russia Conflict - farmdoc daily](https://feedsoft.ai/events/42133-nitrogen-fertilizer-prices-and-supply-in-light-of-the-ukraine-russia-conflict.md) | -3.9% | -24.2% |
| UREA | 2020-06-19 | [Sharp increase in SA fertiliser prices due to weak rand](https://feedsoft.ai/events/52920-sharp-increase-in-sa-fertiliser-prices-due-to-weak-rand.md) | +0.6% | +6.2% |
| UREA | 2021-07-02 | [Contradictory signals on the fertilizer market - Inside Mest \| Boerenbusiness. Nl](https://feedsoft.ai/events/46372-contradictory-signals-on-the-fertilizer-market-inside-mest-boerenbusiness-nl.md) | -1.4% | -4.1% |
| NATGAS | 2019-01-07 | [Moderation in gas prices will improve margins for urea players: ICRA \| ECHEMI](https://feedsoft.ai/events/61401-moderation-in-gas-prices-will-improve-margins-for-urea-players-icra-echemi.md) | +3.6% | -10.4% |
| NATGAS | 2020-07-29 | [Expert Commentary - Update on Global Gas and LNG Prices in 2020: How has it Coped with Recent Market Dynamics? - Events-HH](https://feedsoft.ai/events/52290-expert-commentary-update-on-global-gas-and-lng-prices-in-2020-how-has-it-coped.md) | +17.4% | +38.5% |
| NATGAS | 2024-04-24 | [Pressure on gas and LNG prices to help switch from coal, says J.P. Morgan \| Reuters](https://feedsoft.ai/events/30918-pressure-on-gas-and-lng-prices-to-help-switch-from-coal-says-j-p-morgan-reuters.md) | +7.7% | +52.8% |

## Sources

- fertilizerdaily.com: https://www.fertilizerdaily.com/20250221-fridays-insider-urea-and-gas-prices-market-in-transition/

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