IFDC's Fertilizer Crisis Response Bulletin #35 compares the sulfuric acid requirements of production pathways for DAP and other ammonium phosphates, and discusses targeting fertilizer products to specific soils and crops.
Ongoing fertilizer supply stress keeps nitrogen and phosphate prices elevated, which raises crop production costs and can shift acreage toward lower-input crops.
After 76 past bullish report events, Urea moved a median 0.0% over 5 sessions (49% higher; middle half -2.2% to +2.9%), and -0.3% over 20.
After 66 past bullish report events, DAP moved a median 0.0% over 5 sessions (41% higher; middle half -0.6% to +0.7%), and +0.3% 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.