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WTO data shows traceable fertilizer shipments through the Strait of Hormuz remain constrained, while shipments from other regions have partly offset the gap. Nitrogenous fertilizer imports from March to June 2026 were 2.8 percent below the 2023-2025 average, while phosphatic imports rose 2.2 percent.
Persistent Hormuz constraints keep nitrogen fertilizer tight, which supports urea prices and raises grain production costs. Partial rerouting limits the upside, so the price effect is moderate.
logisticsnews.phArmin AmioNov 3, 2026After 49 past bullish logistics events, UREA moved a median -0.3% over 5 sessions (45% higher; middle half -1.3% to +2.2%), and -0.4% over 20.
After 40 past logistics events, DAP moved a median +0.4% over 5 sessions (57% higher; middle half -0.6% to +0.9%), and +1.1% 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.
