
RaboResearch reports that fertilizer affordability has declined as prices rose about 15% between April and September 2025, with phosphates up almost 19%. It expects weaker fertilizer demand in 2026 as global supplies of corn, wheat and soybeans reach record levels.
Weaker affordability and forecast demand contraction in 2026 point to softer fertilizer price pressure once current supply tightness eases, while record crop supplies weigh on grain prices.
Na 35 eerdere neerwaarts rapport-gebeurtenissen bewoog DAP zich mediaan 0,0% over 5 sessies (37% hoger; middelste helft -0,7% tot +1,5%), en +0,6% over 20.
Bewegingen van de benchmark van elke grondstof sinds de laatste slotkoers vóór de gebeurtenis. Historische waarden bundelen eerdere gebeurtenissen van hetzelfde soort; ze beschrijven wat er gebeurde, niet wat zal gebeuren. Geen beleggingsadvies.
Poor affordability and expected weaker 2026 fertilizer demand, with phosphates up about 19%, point to demand destruction that weighs on DAP prices.