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StoneX's Josh Linville says UAN is now a supply availability problem rather than a price story. He argues that tariff concerns had little direct market impact, but a potash carve-out and fundamentals drove prices higher.
Canada supplies 85 to 90% of US potash imports.
Tight UAN and potash supply keeps nitrogen and phosphate-linked fertilizer costs elevated for US farmers. Underlying supply fundamentals matter more than tariff headlines for near-term input prices.
agweb.comMay 2, 2025Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.
