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Nov 13, 2026GEOPOLITICSGlobal

Constrained Fertiliser Supply Dominates AEA Conference

Speakers at the Ammonia Energy Association Conference focused on constrained ammonia supply resulting from the US/Iran war. The article is a paywalled preview with limited detail.

WHY IT MATTERS

Ongoing disruption to ammonia supply from the Middle East conflict supports nitrogen fertilizer prices and tightens feedstock availability for urea and other nitrogen products.

AFFECTSUrea▲

SOURCE
qcintel.comNov 13, 2026

Price reaction & history

Urea▲bullish

After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% over 20.

Mar 10, 2026Middle East conflict strains fertilizer supply chains | World Fertilizer+2.8%
Feb 13, 2026Fertilizer prices rise on supply chain issues+0.1%
Aug 23, 2022Fertiliser supply tightens as gas price rises further - Farmers Weekly+20.2%
Nov 17, 2022Russia supply shock forces rethink for chemicals and fertiliser groups-0.4%
Oct 25, 2026France - Algeria diplomatic tensions put supply of urea fertilizer at risk-0.1%

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.

Urea UREA · GP ▸

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