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The article compares fertilizer markets, reporting that phosphate accounted for 22.7% of tonnage and 32.5% of value, while potash accounted for 20.1% of tonnage and 12.7% of value in 2025. It describes divergent price drivers, including European gas costs, Chinese phosphate export restrictions, and a shift by Brazilian buyers toward TSP.
Restricted Chinese phosphate exports and high production costs can limit available phosphate fertilizer and support prices. The article also highlights differing supply responses across nitrogen, phosphate, and potash markets.
pheonixresearch.comRachana PatniNov 7, 2026After 151 past bullish policy events, DAP moved a median +0.0% over 5 sessions (50% higher; middle half -0.6% to +0.9%), and +1.9% over 20.
Not enough comparable past events yet for a historical read.
After 129 past bullish policy events, Urea moved a median -0.1% over 5 sessions (47% higher; middle half -1.3% to +2.3%), and +1.4% 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.
