# High gas prices and delayed procurement weigh on Yara's results

> 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.

- Date: 2026-11-02 · published 2026-11-02T21:15:11.199Z
- Category: report · region EU · magnitude low
- Page: https://feedsoft.ai/events/76025-high-gas-prices-and-delayed-procurement-weigh-on-yara-s-results
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

Delayed buying and reduced EU nitrogen imports point to a pending wave of fertilizer demand, supporting nitrogen prices into the 2027 season.

## Read by commodity

- UREA: bullish ▲
- NATGAS: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2022-05-29 | [Texas A&M Report Shows Impact of Higher Crop and Input Prices for 2022 - Cotton Grower](https://feedsoft.ai/events/41537-texas-a-and-m-report-shows-impact-of-higher-crop-and-input-prices-for-2022.md) | -8.8% | -13.2% |
| UREA | 2021-06-08 | [Fertilizer prices expected to stay high over the remainder of 2021](https://feedsoft.ai/events/11017-fertilizer-prices-expected-to-stay-high-over-the-remainder-of-2021.md) | -0.6% | +0.8% |
| UREA | 2025-07-09 | [Fertilizer prices gain momentum amid strong demand and geopolitical tensions](https://feedsoft.ai/events/5406-fertilizer-prices-gain-momentum-amid-strong-demand-and-geopolitical-tensions.md) | -0.8% | +7.3% |
| UREA | 2022-01-11 | [South America’s Soy and Corn Crops at Risk of Production Declines, Gro Models Show 11.01.2022 - UkrAgroConsult](https://feedsoft.ai/events/43040-south-america-s-soy-and-corn-crops-at-risk-of-production-declines-gro-models.md) | -7.4% | -17.8% |
| UREA | 2025-04-30 | [Increased corn acres driving higher fertilizer prices; farmers may see fuel price relief](https://feedsoft.ai/events/4277-increased-corn-acres-driving-higher-fertilizer-prices-farmers-may-see-fuel.md) | +17.4% | +7.7% |
| NATGAS | 2021-02-01 | [EIA expects higher wholesale U.S. natural gas prices in 2021 and 2022](https://feedsoft.ai/events/49337-eia-expects-higher-wholesale-u-s-natural-gas-prices-in-2021-and-2022.md) | +20.6% | +4.5% |
| NATGAS | 2021-04-18 | [Natural Gas Prices, Demand Likely to Stay Resilient in Low-Carbon World, Analysts Find](https://feedsoft.ai/events/47785-natural-gas-prices-demand-likely-to-stay-resilient-in-low-carbon-world-analysts.md) | +4.0% | +11.3% |
| NATGAS | 2020-10-06 | [EIA: Gas prices to rise with rising demand, reduced production \| Oil & Gas Journal](https://feedsoft.ai/events/8351-eia-gas-prices-to-rise-with-rising-demand-reduced-production-oil-and-gas-journal.md) | +15.1% | +39.9% |

## Sources

- industrylinqs.com: https://www.industrylinqs.com/industry/2026/11/high-gas-prices-and-delayed-procurement-weigh-on-yaras-results/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.