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USDA's Prospective Plantings survey shows US corn acres rising about 4.73 million to roughly 95.3 million, the highest since 2013. Mid-South states add a combined 670,000 corn acres, up 31% from a year ago.
Urea prices in the region are up 33% since January, and University of Arkansas economists attribute the rise mainly to demand from corn acreage rather than tariffs.
Larger corn acreage points to heavier corn supply later in the year, which is bearish for corn prices. The added nitrogen demand keeps fertilizer costs elevated for growers.
uaex.uada.edu2025/04/30uaex.uada.edu2025/04/30過去の弱気なレポートイベント1,102件の後、トウモロコシ は5営業日で中央値 -0.2% 動き（47% が上昇。中央50%は -1.8% から +1.3%）、20営業日では +0.0% 動きました。
過去の強気なレポートイベント76件の後、尿素 は5営業日で中央値 0.0% 動き（49% が上昇。中央50%は -2.2% から +2.9%）、20営業日では -0.3% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
Record-high corn acreage since 2013 raises nitrogen demand, a fundamental demand driver supporting the urea price rise.
Corn acreage at its highest since 2013 raises nitrogen demand, and Mid-South urea is up 33% since January, a demand-side driver of the rally.
Record corn acreage lifts nitrogen demand in the US, a fundamental driver of rising urea prices.
Record corn acreage lifts fertilizer demand and supports higher urea prices, but it is a slower-moving structural driver and does not explain a single-day jump.
