# Exposure to the Russia-Ukraine conflict - BC Insight

> An Argus Media assessment ranks the exposure of eight major fertilizers to the Russia-Ukraine conflict and sanctions, using measures such as Russian share of capacity, production and trade. Ammonia is judged the most exposed, followed by potash and urea, while sulphuric acid is least affected. The analysis says physical disruption so far has been limited but the psychological impact on trading risk is large, and booking freight from Russian ports is becoming difficult.

- Date: 2022-03-31 · published 2022-03-31T12:00:00.000Z
- Category: geopolitics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/42211-exposure-to-the-russia-ukraine-conflict-bc-insight
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

Ranking the most exposed nutrients highlights where future supply gaps are most likely, which supports firm urea and potash prices. Freight problems from Russian ports add further cost pressure on delivered fertilizer.

## Read by commodity

- UREA: bullish ▲
- POTASH: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2022-03-14 | [VinaCapital expert: VND may depreciate 1-2% due to the Russia-Ukraine conflict – VIETNAM STAR](https://feedsoft.ai/events/42564-vinacapital-expert-vnd-may-depreciate-1-2-due-to-the-russia-ukraine-conflict.md) | -1.6% | -0.2% |
| UREA | 2022-02-26 | [Russia-Ukraine conflict could add pressure to Australia's 'skyrocketing' farm costs - ABC News](https://feedsoft.ai/events/43023-russia-ukraine-conflict-could-add-pressure-to-australia-s-skyrocketing-farm.md) | +14.5% | +24.3% |
| UREA | 2022-05-02 | [Fertilizer sector set for biggest profits in years on Russia-Ukraine conflict \| Reuters](https://feedsoft.ai/events/8658-fertilizer-sector-set-for-biggest-profits-in-years-on-russia-ukraine-conflict.md) | -2.3% | -11.6% |
| UREA | 2024-04-18 | [Why Ukraine continues to walk an exports tightrope](https://feedsoft.ai/events/14312-why-ukraine-continues-to-walk-an-exports-tightrope.md) | -0.2% | -6.9% |
| UREA | 2022-03-11 | [Overcoming the threats to global food systems from Russia's invasion of Ukraine \| IFPRI](https://feedsoft.ai/events/11340-overcoming-the-threats-to-global-food-systems-from-russia-s-invasion-of-ukraine.md) | -0.6% | -1.2% |

## Sources

- bcinsight.crugroup.com: https://www.bcinsight.crugroup.com/2022/03/31/exposure-to-the-russia-ukraine-conflict/

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