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USDA is investing over $500 million in eight projects to expand domestic fertilizer manufacturing, storage and transport. The projects include modular ammonia units, a potash plant in New Mexico and dairy-manure ammonium nitrate facilities, expected online in 2027-28.
USDA estimates they could cut nitrogen prices 4.4% and potash prices 5.3% once operational.
Projected capacity additions in 2027-28 could modestly ease nitrogen and potash prices over time, a mildly bearish longer-term factor for fertilizer-driven feed costs.
grainjournal.comNov 5, 2026After 34 past bearish policy events, Urea moved a median -0.8% over 5 sessions (38% higher; middle half -3.3% to +1.8%), and -4.5% over 20.
Not enough comparable past events yet for a historical read.
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.
