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DTN reports that a possible Russian invasion of Ukraine could disrupt global fertilizer supply and prices. Analysts say the conflict has not yet had much effect on markets, which are seasonally slow in North America.
Risk of sanctions or Black Sea disruption could tighten nutrient supplies and push fertilizer prices higher, raising feed-grain production costs. The impact depends on whether sanctions cover crop nutrients.
dtnpf.comJan 27, 2022After 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.
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.
