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A StoneX fertilizer newsletter says global UAN supply is constrained by low Russian exports, European output near 75% of normal, Trinidad outages and North American cold-related shortfalls. Urea values are rising while North American UAN inventories started the year low.
Constrained nitrogen supply and low inventories point to higher nitrogen prices into the Northern Hemisphere spring, raising production costs for grain and feed. The analyst expects UAN to hold or rise rather than fall.
stonex.comJosh LinvilleFeb 2, 2026stonex.comJosh LinvilleFeb 2, 2026Not enough comparable past events yet for a historical read.
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.
Constrained global nitrogen supply (low Russian exports, European output around 75% of normal, Trinidad outages, cold-related North American shortfalls) supports rising urea values.
