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IFPRI analysis one year into the Russia-Ukraine war says global fertilizer prices remain high but have fallen significantly from their 2022 peaks. The paper examines how shifting supplies and trade linkages reshaped fertilizer production, prices and flows.
Lower fertilizer costs ease input pressure on farm margins, but prices remain elevated relative to pre-war levels, which keeps feed and crop production costs high.
ifpri.orgCharlotte Hebebrand, Joseph GlauberMar 9, 2023After 17 past bearish geopolitics events, Urea moved a median -1.9% over 5 sessions (41% higher; middle half -3.1% to +2.8%), and +0.2% 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.
