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CRU's fertilizer team set out its 2025 predictions, including no new EU restrictions on Russian fertilizer imports and continued heavy Chinese ammonium sulphate exports of over 17 million tonnes. It also expects the incoming US administration to impose trade tariffs affecting fertilizer supply and demand.
Expected Chinese export flows and US tariffs could shift fertilizer supply in both directions, leaving nitrogen and phosphate prices exposed to trade policy. These are forecasts rather than confirmed actions, so the near-term price effect is limited.
bcinsight.crugroup.comJan 24, 2025After 26 past neutral report events, Urea moved a median -0.4% over 5 sessions (42% higher; middle half -4.1% to +1.5%), and +0.9% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
