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DTN's US retail survey for mid-October showed anhydrous ammonia at $987 a ton, up 5% month on month and 18% year on year. Urea rose to $674 a ton, and potash, MAP and DAP posted year-on-year gains of 2% to 5%.
Persistent fertilizer cost increases tied to Hormuz supply disruption raise input costs for grain and feed production, supporting nitrogen and phosphate prices and potentially reducing planted acreage.
global-agriculture.comOct 30, 2026After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% over 20.
After 114 past bullish geopolitics events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.3% to +1.2%), and +0.3% over 20.
Not enough comparable past events yet for a historical read.
After 323 past bullish geopolitics events, Corn moved a median +0.5% over 5 sessions (57% higher; middle half -1.5% to +2.9%), 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.
