# January '25 Farmer Fertilizer Focus - Urea

> StoneX's fertilizer analyst says global urea supply has been constrained through 2024, with Chinese exports largely absent and European output reduced to about 75% of normal after Russian gas flow stoppages. He argues that prices have so far risen calmly but that global demand is about to take notice as northern hemisphere spring application approaches.

- Date: 2024-12-23 · published 2024-12-23T12:00:00.000Z
- Category: market · region Global · magnitude medium
- Page: https://feedsoft.ai/events/5420-january-25-farmer-fertilizer-focus-urea
- Commodities: [Phosphate Rock](https://feedsoft.ai/c/PHOSROCK.md), [Urea](https://feedsoft.ai/c/UREA.md), [TSP](https://feedsoft.ai/c/TSP.md), [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

Tight export supply combined with approaching spring demand points to rising urea prices, so buyers should consider forward purchasing before the seasonal rush. The outlook depends on whether Chinese export volumes return.

## Read by commodity

- DAP: bullish ▲
- TSP: bullish ▲
- UREA: bullish ▲
- PHOSROCK: bullish ▲

## Sources

- stonex.com: https://www.stonex.com/en-us/insights/january-25-farmer-fertilizer-focus---phosphate-1543494/
- stonex.com: https://www.stonex.com/en-us/insights/january-25-farmer-fertilizer-focus---urea-1543486/

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