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
The WASDE/Crop Production combo will be the first full read on supply, demand, and yield that could move basis and hedging plans since the government shutdown more than a month ago.
November 03, 2025 09:34 AM
·
U.S. Rep. Dusty Johnson (R-SD) shares his outlook on the developing U.S.-China Trade agreement, and the ongoing impact of the federal government shutdown—now stretching past four weeks—on rural communities and producers.
October 31, 2025 01:35 PM
·
Caleb Ragland, president of the American Soybean Association (ASA), shares his reaction to news of soybean sales to China, which is considered both “welcome news” and a return to near-normal trade relations.
October 31, 2025 12:26 PM
·
Rabobank’s outlook signals a tightening margin environment, emphasizing the need for cost control, trade stability, and clearer policy signals heading into 2026.
October 31, 2025 11:44 AM
·
October 30, 2025 06:21 PM
·
October 30, 2025 03:16 PM
