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Mosaic, Nutrien and CF Industries reported third-quarter results on November 3 and 4 and indicated fertilizer markets could remain tight through 2027. Their outlook cited sulfur constraints affecting phosphate, Persian Gulf disruptions affecting nitrogen, and record demand supporting potash.
Supply constraints for phosphate and nitrogen, alongside strong potash demand, could keep fertilizer prices firm into winter and beyond. Higher fertilizer costs can raise crop-production expenses and influence feed-grain supply costs.
agrimaroc.maRédactionNov 6, 2026After 66 past bullish report events, DAP moved a median 0.0% over 5 sessions (41% higher; middle half -0.6% to +0.7%), and +0.3% over 20.
Not enough comparable past events yet for a historical read.
After 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.
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.
