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Wholesale ammonia prices rose in September, with Yuzhnyy product firming to $345-355/mt FOB from $320-322 in late August. Ukrainian plants remain closed on high gas costs, while the Tampa October contract rose $20 to $330/mt CFR.
Fertilizer costs feed into livestock feed margins indirectly through grain and protein economics; firm nitrogen prices and tight Ukrainian supply support higher input costs into Q4, though expected Q4 supply recovery could cap gains.
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.