# February '25 Farmer Fertilizer Focus - Urea

> StoneX's Josh Linville says every fundamental he tracks points to higher global urea prices over the next one to two months. Chinese exports remain absent, Iran's production is offline, and European output is about 75% of normal. He also flags the India tender and record Chinese stockpiles as risks.

- Date: 2025-01-27 · published 2025-01-27T12:00:00.000Z
- Category: market · region Global · magnitude medium
- Page: https://feedsoft.ai/events/26812-february-25-farmer-fertilizer-focus-urea
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md), [Phosphate Rock](https://feedsoft.ai/c/PHOSROCK.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md), [Urea](https://feedsoft.ai/c/UREA.md), [TSP](https://feedsoft.ai/c/TSP.md), [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

Missing supply from China, Iran and Europe tightens the urea market into spring application, which raises input costs for feed and crop producers. Buyers should expect firm fertilizer prices and possibly higher corn and grain production costs.

## Read by commodity

- DAP: bullish ▲
- TSP: bullish ▲
- CORN: neutral
- UREA: bullish ▲
- POTASH: bearish ▼
- PHOSROCK: bullish ▲

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| UREA | 2025-02-07 | 5 | +10.5% | 2.9 | The same supply-side fundamentals (no Chinese exports, Iran offline, weak EU output) support a bullish price outlook and sentiment. |

## Sources

- stonex.com: https://www.stonex.com/en-gb/insights/february-25-farmer-fertilizer-focus---potash-1549373/
- stonex.com: https://www.stonex.com/en/insights/february-25-farmer-fertilizer-focus---phosphate-1549372/
- stonex.com: https://www.stonex.com/en-us/insights/february-25-farmer-fertilizer-focus---urea-1549365/

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