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Middle East fertiliser exports have fallen 70 to 75 per cent because of the Iran conflict. The disruption has tightened global supplies of sulphur, nitrogen and phosphate, and Saudi overland trucking cannot replace seaborne trade.
A sharp loss of Middle East fertiliser supply pushes urea and phosphate prices higher, raising crop input costs and potentially reducing future grain and meal output.
ekbis.sindonews.comNanang WijayantoNov 2, 2026
thenationalnews.comOct 31, 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.
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.
