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EU duties on nitrogen fertilizers that took effect on 1 July 2026 cut Russian nitrogen shipments to the EU from 3.76 million tonnes to 1.01 million tonnes in the first nine months of 2026. Russian producers redirected volumes to Turkey and India, at prices 15-20% below European levels.
Producer margins fell sharply as logistics costs rose.
Losing Russian supply to the EU tightens European nitrogen availability and supports urea prices, while redirected volumes add to Turkish and Indian demand.
ekonomipolitikasi.com.trEkonomi Politikası Editör EkibiNov 4, 2026After 129 past bullish policy events, Urea moved a median -0.1% over 5 sessions (47% higher; middle half -1.3% to +2.3%), and +1.4% 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.
