Russian fertilizer producers say they could increase supplies to the United States if Washington approves a fertilizer deal proposed by Vladimir Putin to Donald Trump. Ukrainian drone attacks and disruption at Russian ports have left the proposed arrangement’s ability to deliver uncertain.
A U.S. green light could open an additional outlet for Russian fertilizer, while port disruption may constrain export availability and delay shipments. The net price effect is uncertain, but approval could add supply to the U.S. market.
After 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 40 past bearish trade events, DAP moved a median -0.1% over 5 sessions (38% higher; middle half -3.7% to +0.5%), and -2.4% 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.