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Financial difficulties are delaying Brazilian farmers' fertilizer purchases, and Rabobank projects fertilizer deliveries to fall 9.6% in 2026. Imports of urea and ammonium sulfate, measured in nitrogen equivalent, were 25% behind the same period in 2025 through September, while favorable progress in soybean planting could encourage purchases for the 2027 second corn crop.
Delayed buying and lower projected deliveries signal weaker near-term fertilizer demand, but lagging nitrogen imports could tighten availability for upcoming crop needs. A rebound in safrinha-related purchases may restore demand later.
noticiasagricolas.com.brGuilherme DorigattiNov 9, 2026After 10 past neutral macro events, Urea moved a median -0.3% over 5 sessions (40% higher; middle half -0.7% to +2.5%), and -3.9% 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.
