# Nutrien, Mosaic May Benefit From China Fertilizer Export Halt

> Scotiabank analyst Ben Isaacson said Nutrien, Mosaic, CF Industries and Yara could benefit from China's temporary suspension of fertilizer exports. He expects the impact to fall mainly on urea, DAP, MAP and other finished phosphates, with export declines likely from September. Potash trade is expected to be largely unaffected because China is a net importer.

- Date: 2021-07-30 · published 2021-07-30T12:00:00.000Z
- Category: market · region Global · magnitude low
- Page: https://feedsoft.ai/events/45996-nutrien-mosaic-may-benefit-from-china-fertilizer-export-halt
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

Reduced Chinese phosphate and urea exports from September should tighten global supply and support prices for those nutrients, feeding through to higher crop input costs.

## Read by commodity

- DAP: bullish ▲
- UREA: bullish ▲

## Sources

- news.bloomberglaw.com: https://news.bloomberglaw.com/international-trade/nutrien-mosaic-may-benefit-from-china-fertilizer-export-halt

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