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Australia’s urea import mix shifted away from the Middle East, which supplied 28% of imports through August 2026, compared with 64% in 2025. The article says diversified sourcing helped ease urea supply concerns, while phosphate supply constraints and limited alternatives kept prices elevated and contributed to demand destruction.
More diverse sourcing has eased pressure on urea availability and prices. Limited alternatives continue to constrain phosphate supply, supporting higher prices even as buyers reduce demand.
sfs.org.auNov 8, 2026After 81 past bearish trade events, Urea moved a median -1.0% over 5 sessions (28% higher; middle half -7.2% to +0.4%), and -5.5% over 20.
After 193 past bullish trade events, DAP moved a median +0.4% over 5 sessions (54% higher; middle half -0.3% to +1.8%), and +1.9% 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.
