Loading…
A Mosaic executive said Brazil’s fertilizer import dependence is expected to rise above last year’s 85%, while application rates for some inputs may fall and affect soybean productivity. He cited disruption in fertilizer-supplying regions, high sulfur costs, and an expected 50% decline in Brazil’s sulfur imports as key pressures on phosphate production.
Tighter sulfur availability and greater import reliance raise the risk of reduced phosphate fertilizer supply and higher delivered costs in Brazil; lower application could also constrain soybean yields and support prices.
valorinternational.globo.comRaphael SalomãoNov 6, 2026After 114 past bullish geopolitics events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.3% to +1.2%), and +0.3% over 20.
Not enough comparable past events yet for a historical read.
After 72 past bullish geopolitics events, Soybeans moved a median +0.4% over 5 sessions (60% higher; middle half -1.0% to +2.5%), and -1.0% 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.
