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Fertilizer supply in the EU remains constrained and expensive, with urea import prices delivered to the Baltic staying high and no broad easing in global availability. High ammonia prices and rising logistics costs are keeping fertilizer prices elevated, although additional Chinese urea shipments have been announced.
Tight global availability and higher logistics costs limit supply into the EU, supporting urea prices. The announced Chinese shipments could provide some relief, but the article reports no easing so far.
topagrar.comChristian BrüggemannNov 10, 2026After 49 past bullish logistics events, Urea moved a median -0.3% over 5 sessions (45% higher; middle half -1.3% to +2.2%), 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.
