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The Fertilizer Institute's chief economist, Veronica Nigh, expects more product innovation as geopolitics disrupt fertilizer supply chains. She suggests growers may turn to alternatives such as ammonium sulfate and triple superphosphate.
She also says China's 2026 fertilizer export restrictions will likely keep supplies unstable for the coming season.
China supplies about 40% of processed phosphate and 30% of ammonia and urea, so continued export curbs support nutrient prices and volatility. Substitution toward TSP and ammonium sulfate could shift demand between nutrient products.
brownfieldagnews.comNicole Heslip29 Jan 2026Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 205 peristiwa geopolitik bullish sebelumnya, Urea bergerak median +0,4% selama 5 sesi (53% lebih tinggi; separuh tengah -2,1% sampai +3,0%), dan -0,4% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
