NASHVILLE, TN (RFD NEWS) — Farmers are still facing high fertilizer costs, and some analysts say recent federal attention may not fully address the biggest near-term pressure points.
Josh Linville with StoneX says fertilizer policy is now getting the attention it needs, but much of the focus is on ammonia, potash, and phosphate rather than urea.
Linville says some announced production gains were already planned, while new ammonia capacity may not be aimed mainly at U.S. farm demand. He says urea remains one of the largest U.S. import needs and is more exposed to Russia, the Middle East, and other global suppliers.
Nitrogen supplies made it through spring better than feared, but prices remain high. Linville says reopening the Strait of Hormuz could pressure urea prices in the short term if stalled vessels move, but tight supply may keep values elevated into spring 2027.
Phosphate remains under greater pressure because ammonia and sulfur are major cost drivers.
Potash is the calmer market, with supply adequate but freight costs adding support.
Farm-Level Takeaway: Fertilizer prices remain vulnerable to global supply disruptions, and urea may deserve more policy attention.
Tony St. James, RFD News Markets Specialist
Rising global supplies may cap soybean price strength, while sorghum prices hinge heavily on China’s export demand.
April 17, 2026 11:25 AM
·
Crop insurance remains essential as risks and costs rise.
April 17, 2026 08:00 AM
·
AFBF Economist Dr. Faith Parum break down new survey findings on fertilizer affordability and producer sentiment heading into the 2026 growing season.
April 16, 2026 02:54 PM
·
Georgia Rep. Jaclyn Ford reflects on her farming roots and cotton gin experience, saying agriculture drives her work and rural policy priorities in the state.
April 16, 2026 12:42 PM
·
Sen. Roger Marshall joined us to discuss rising input costs, farm support efforts, and legislation aimed at strengthening domestic fertilizer supply.
April 16, 2026 12:35 PM
·
David Fisher with the American Lamb Board joined us to discuss a new sustainability program designed to boost producer profitability while supporting stewardship practices.
April 16, 2026 11:57 AM
·
