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Brazil imported a record 45.5 million tonnes of fertilizers in 2025, leaving its prices exposed to global supply, transport and trade conditions as well as domestic demand. The article says disruption linked to the U.S.-Israel-Iran conflict and Strait of Hormuz trade interruptions coincided with Brazilian imported granular urea prices rising from $480 per tonne on February 26 to $805 on April 16, 2026.
Brazil’s reliance on imported fertilizer means disrupted trade routes and competition among global buyers can tighten available supply and raise landed urea costs for farmers.
agrolink.com.brAline MerladeteNov 6, 2026After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% 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.
