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Fertilisers are likely to remain covered by the EU Carbon Border Adjustment Mechanism despite pressure from farm groups and member states for an exemption. A proposed suspension clause would allow a pause only under strict conditions, and the dispute has prompted tariff relief and a dedicated sector action plan.
Farm organisations estimate CBAM will raise imported fertilizer prices by about 15% in 2026, with roughly 30% of EU nitrogen fertilizer imported.
Carbon charges on imported nitrogen fertilizer raise EU production costs and keep urea import prices elevated, which pressures farm margins and grain and feed costs in Europe. Importers have delayed purchases, which adds near-term price volatility.
cbam.rsNikolaNov 13, 2026After 129 past bullish policy events, Urea moved a median -0.1% over 5 sessions (47% higher; middle half -1.3% to +2.3%), and +1.4% 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.
