# CF Industries and Nutrien Q4 market outlooks - Genesis Fertilizers

> CF Industries and Nutrien Q4 outlooks maintain that strong global demand and tight supply will support nitrogen prices. US nitrogen net imports in the first half of the 2024/25 fertiliser year are down 60% versus the five-year average, and strong US corn plantings are expected to support demand.

- Date: 2025-02-26 · published 2025-02-26T12:00:00.000Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/26368-cf-industries-and-nutrien-q4-market-outlooks-genesis-fertilizers
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [Corn](https://feedsoft.ai/c/CORN.md)

## Why it matters

Tight US nitrogen imports and strong corn plantings support higher nitrogen prices, which raise feed grain production costs. Canadian nitrogen prices should follow US strength.

## Read by commodity

- CORN: neutral
- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2022-07-05 | [Impacts and Repercussions of Price Increases on the Global Fertilizer Market](https://feedsoft.ai/events/40415-impacts-and-repercussions-of-price-increases-on-the-global-fertilizer-market.md) | -0.0% | +12.8% |
| UREA | 2026-04-07 | [Semi-Annual Global Fertilizer Outlook - Rabobank](https://feedsoft.ai/events/20027-semi-annual-global-fertilizer-outlook-rabobank.md) | 0.0% | -10.4% |
| UREA | 2026-04-27 | [Global fertiliser outlook – how countries are weathering the crisis - Agriland.ie](https://feedsoft.ai/events/7258-global-fertiliser-outlook-and-8211-how-countries-are-weathering-the-crisis.md) | -8.8% | -16.4% |
| UREA | 2022-12-22 | [Top 10 calls of 2023 for the fertilizer market - CRU Group](https://feedsoft.ai/events/38176-top-10-calls-of-2023-for-the-fertilizer-market-cru-group.md) | -1.7% | -11.8% |
| UREA | 2020-12-10 | [Rabobank provides semi-annual global fertilizer outlook \| World Fertilizer](https://feedsoft.ai/events/49586-rabobank-provides-semi-annual-global-fertilizer-outlook-world-fertilizer.md) | -0.4% | +13.4% |
| CORN | 2025-04-02 | [Urea Western Canada DEL Prices Remained Elevated in March - Genesis Fertilizers](https://feedsoft.ai/events/9273-urea-western-canada-del-prices-remained-elevated-in-march-genesis-fertilizers.md) | +1.0% | +2.5% |
| CORN | 2023-03-22 | [AgroPages-Nutrien‘s 2023 Market Outlook: Expect structural supply issues to persist and demand for crop inputs to increase-Agricultural news](https://feedsoft.ai/events/37212-agropages-nutrien-s-2023-market-outlook-expect-structural-supply-issues-to.md) | +1.7% | +1.3% |
| CORN | 2018-02-05 | [The Nitrogen-Based Fertilizer Outlook for 2018 - CropLife](https://feedsoft.ai/events/66806-the-nitrogen-based-fertilizer-outlook-for-2018-croplife.md) | +0.1% | +2.6% |

## Sources

- genesisfertilizers.com: https://genesisfertilizers.com/2025/02/26/cf-industries-and-nutrien-q4-market-outlooks/

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