# Global urea activity subdued through November - Genesis Fertilizers

> Global urea activity stayed subdued through November as buyers awaited results of an Indian urea tender. The November 26 tender filled only 1.4 million tonnes of a 2.5 million tonne requirement, with India struggling to secure volume as Chinese exporters stayed largely out. Chinese phosphate exports were down sharply over the first ten months of the year, keeping phosphate markets stable, while DTN retail data showed most fertilizer prices rising in early November.

- Date: 2025-11-28 · published 2025-11-28T12:00:00.000Z
- Category: trade · region Global · magnitude medium
- Page: https://feedsoft.ai/events/4469-global-urea-activity-subdued-through-november-genesis-fertilizers
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md), [Urea](https://feedsoft.ai/c/UREA.md), [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

Under-filled Indian tenders and limited Chinese export availability keep global nitrogen and phosphate supply tight, supporting fertilizer prices. Feed buyers should expect input costs to stay firm, which weighs on feed margins.

## Read by commodity

- DAP: bullish ▲
- CORN: bearish ▼
- UREA: bullish ▲

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| UREA | 2025-12-01 | 1 | -5.0% | -6.8 | The Indian tender on Nov 26 filled only 1.4 of 2.5 million tonnes with Chinese exporters largely absent, signaling weak global demand and buyers holding back, which is bearish for urea prices ahead of Dec 1. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| CORN | 2019-08-04 | [Global Ag Network \| FED Speaks - Grains Under Pressure](https://feedsoft.ai/events/6046-global-ag-network-fed-speaks-grains-under-pressure.md) | -2.4% | -8.2% |
| CORN | 2022-08-09 | [Explainer: Can Ukraine's grain deal ease the global food crisis? \| Reuters](https://feedsoft.ai/events/14462-explainer-can-ukraine-s-grain-deal-ease-the-global-food-crisis-reuters.md) | +2.0% | -0.1% |
| CORN | 2016-11-09 | [Overnight global snapshot – Nov 10](https://feedsoft.ai/events/73824-overnight-global-snapshot-nov-10.md) | -6.6% | -4.5% |
| CORN | 2022-01-25 | [Trade duties disrupt fertilizer flow; ag groups respond \| Profitability \| farmweeknow.com](https://feedsoft.ai/events/43457-trade-duties-disrupt-fertilizer-flow-ag-groups-respond-profitability.md) | +2.6% | +7.9% |
| CORN | 2019-05-08 | [USD/CNY slips its anchor, global FX follows \| articles \| ING THINK](https://feedsoft.ai/events/10427-usd-cny-slips-its-anchor-global-fx-follows-articles-ing-think.md) | +0.3% | +10.5% |
| UREA | 2023-09-06 | [Fertilizer Market Report – September 6, 2023 - Genesis Fertilizers](https://feedsoft.ai/events/9880-fertilizer-market-report-september-6-2023-genesis-fertilizers.md) | +1.9% | -2.5% |
| UREA | 2023-09-27 | [Fertilizer Market Report – September 27, 2023 - Genesis Fertilizers](https://feedsoft.ai/events/34433-fertilizer-market-report-september-27-2023-genesis-fertilizers.md) | -3.2% | -6.5% |
| UREA | 2025-04-30 | [US Urea Prices Surge to Highest Level Since 2022 - Genesis Fertilizers](https://feedsoft.ai/events/4273-us-urea-prices-surge-to-highest-level-since-2022-genesis-fertilizers.md) | +17.4% | +7.7% |

## Sources

- genesisfertilizers.com: https://genesisfertilizers.com/2025/11/28/global-urea-activity-subdued-through-november/

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