# The Hidden Factors Driving Fertilizer Prices: Beyond the Blame on Tariffs - AgWeb

> 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.

- Date: 2025-05-02 · published 2025-05-02T12:00:00.000Z
- Category: market · region US · magnitude medium
- Page: https://feedsoft.ai/events/4279-the-hidden-factors-driving-fertilizer-prices-beyond-the-blame-on-tariffs-agweb
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

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.

## Read by commodity

- UREA: bullish ▲
- POTASH: bullish ▲

## Sources

- agweb.com: https://www.agweb.com/news/hidden-factors-driving-fertilizer-prices-beyond-blame-tariffs

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