# Global supply disruptions keep pressure on fertilizer market

> Josh Linville of StoneX says disruptions in the Strait of Hormuz remain the main driver of global fertilizer prices. Some fertilizer cargoes are getting through via alternative channels, but volumes are still far below normal. He says phosphate is the input that has risen most and is furthest out of line with grain values, and farmers are holding back purchases for 2027.

- Date: 2026-11-12 · published 2026-11-12T18:11:12.754Z
- Category: geopolitics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/95876-global-supply-disruptions-keep-pressure-on-fertilizer-market
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md), [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

Phosphate and nitrogen prices stay high while grain values lag, so farmer buying slows and input demand weakens. Tight margins and reduced purchasing point to continued price pressure on phosphate products.

## Read by commodity

- DAP: bullish ▲
- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DAP | 2026-05-28 | [OCP warns Hormuz disruption has evolved into global fertilizer supply shock — Fertilizer Daily](https://feedsoft.ai/events/19589-ocp-warns-hormuz-disruption-has-evolved-into-global-fertilizer-supply-shock.md) | +1.6% | +1.0% |
| DAP | 2026-04-13 | [War Stresses Global Fertilizer Markets \| Rabobank](https://feedsoft.ai/events/19637-war-stresses-global-fertilizer-markets-rabobank.md) | +0.3% | +5.2% |
| DAP | 2026-06-08 | [TIQ - Insights Hub - Global Fertiliser Disruptions](https://feedsoft.ai/events/18708-tiq-insights-hub-global-fertiliser-disruptions.md) | 0.0% | -4.2% |
| DAP | 2026-06-02 | [Global Fertilizer Markets Today - IFDC](https://feedsoft.ai/events/7282-global-fertilizer-markets-today-ifdc.md) | -0.3% | -5.1% |
| DAP | 2025-09-23 | [What Would Global Sanctions Against Russia Do to Fertilizer Markets?](https://feedsoft.ai/events/22778-what-would-global-sanctions-against-russia-do-to-fertilizer-markets.md) | -3.2% | -1.7% |
| UREA | 2025-07-03 | [Urea market tightens amid supply disruptions](https://feedsoft.ai/events/24083-urea-market-tightens-amid-supply-disruptions.md) | +4.4% | +7.1% |
| UREA | 2026-04-13 | [War Stresses Global Fertilizer Markets \| Rabobank](https://feedsoft.ai/events/19637-war-stresses-global-fertilizer-markets-rabobank.md) | +1.2% | -13.1% |
| UREA | 2026-06-08 | [TIQ - Insights Hub - Global Fertiliser Disruptions](https://feedsoft.ai/events/18708-tiq-insights-hub-global-fertiliser-disruptions.md) | -5.1% | -17.5% |

## Sources

- brownfieldagnews.com: https://brownfieldagnews.com/news/global-supply-disruptions-keep-pressure-on-fertilizer-market/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.