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Pakistan's government told the National Assembly it faces a fertilizer shortfall of over 200,000 tonnes. Two urea plants are temporarily closed because gas supply was disrupted by the Middle East conflict.
About half of national fertilizer needs are met by imports, and prices have risen.
Urea shortfalls in a major importing country lift import demand and regional urea prices while raising farmers' input costs. The gas-linked plant closures tie local supply directly to the Middle East disruption.
tribune.com.pkOct 31, 2026After 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.
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.
