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Yara's third-quarter EBITDA excluding exceptional items fell 16% to $675 million on high European gas prices and plant outages, with 390,000 tonnes of finished products lost this year at Sluiskil. The company said EU nitrogen imports from May to September were 30% lower than a year earlier and that a large share of 2027 seasonal buying is still pending.
Delayed buying and reduced EU nitrogen imports point to a pending wave of fertilizer demand, supporting nitrogen prices into the 2027 season.
industrylinqs.comErik VerheggenNov 2, 2026After 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 74 past bullish report events, Natural Gas moved a median +1.3% over 5 sessions (55% higher; middle half -4.0% to +11.3%), and +2.1% 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.
