# Fertilizers: Mosaic, Nutrien and CF see a tight market

> 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.

- Date: 2026-11-06 · published 2026-11-06T12:13:06.722Z
- Category: report · region North America and Global · magnitude medium
- Page: https://feedsoft.ai/events/83877-fertilizers-mosaic-nutrien-and-cf-see-a-tight-market
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md), [TSP](https://feedsoft.ai/c/TSP.md), [Urea](https://feedsoft.ai/c/UREA.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

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.

## Read by commodity

- DAP: bullish ▲
- TSP: bullish ▲
- UREA: bullish ▲
- POTASH: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DAP | 2022-08-01 | [Mosaic sees fertilizer demand supported by tight crop supplies into 2023](https://feedsoft.ai/events/39977-mosaic-sees-fertilizer-demand-supported-by-tight-crop-supplies-into-2023.md) | -1.0% | -3.3% |
| DAP | 2022-11-03 | [The global fertilizer market: taking stock of a tightening market situation](https://feedsoft.ai/events/38619-the-global-fertilizer-market-taking-stock-of-a-tightening-market-situation.md) | 0.0% | -4.2% |
| DAP | 2024-11-14 | [Fertilizer market developments](https://feedsoft.ai/events/27318-fertilizer-market-developments.md) | 0.0% | -2.0% |
| DAP | 2026-02-18 | [All Eight Major Fertilizers See Prices Move Higher Compared to Last Month](https://feedsoft.ai/events/20927-all-eight-major-fertilizers-see-prices-move-higher-compared-to-last-month.md) | 0.0% | +3.1% |
| DAP | 2019-11-05 | [The Mosaic Company releases 3Q19 results \| World Fertilizer](https://feedsoft.ai/events/56377-the-mosaic-company-releases-3q19-results-world-fertilizer.md) | -3.5% | -5.2% |
| UREA | 2025-02-26 | [CF Industries and Nutrien Q4 market outlooks - Genesis Fertilizers](https://feedsoft.ai/events/26368-cf-industries-and-nutrien-q4-market-outlooks-genesis-fertilizers.md) | -2.9% | -4.9% |
| UREA | 2022-11-03 | [The global fertilizer market: taking stock of a tightening market situation](https://feedsoft.ai/events/38619-the-global-fertilizer-market-taking-stock-of-a-tightening-market-situation.md) | -1.8% | -12.9% |
| UREA | 2026-02-18 | [All Eight Major Fertilizers See Prices Move Higher Compared to Last Month](https://feedsoft.ai/events/20927-all-eight-major-fertilizers-see-prices-move-higher-compared-to-last-month.md) | +0.5% | +33.4% |

## Sources

- agrimaroc.ma: https://www.agrimaroc.ma/engrais-mosaic-nutrien-et-cf-voient-un-marche-tendu-jusquen-2027/

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