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Ballance Agri-Nutrients expects fertilizer prices to stay firm with marginal increases possible through autumn. It cites strong urea demand from India, Chinese export restrictions on DAP, MAP, NPK and urea, reduced Russian sulphur exports, and high energy costs.
Chinese export restrictions and India's urea buying keep nitrogen and phosphate supply tight, sustaining higher input prices. This adds cost pressure on feed producers that rely on fertilized crops.
farmersweekly.co.nzHugh StringlemanFeb 3, 2026After 129 past bullish policy events, Urea moved a median -0.1% over 5 sessions (47% higher; middle half -1.3% to +2.3%), and +1.4% over 20.
After 151 past bullish policy events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.6% to +0.9%), and +1.9% 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.
