NASHVILLE, TENN. (RFD NEWS) — Input costs continue to pressure crop margins as fertilizer markets stay elevated ahead of planting, according to Josh Linville, vice president of fertilizer at StoneX.
Nitrogen markets remain volatile. A large Indian urea tender is pending while reports suggest Iranian nitrogen production may return after gas supply disruptions. Even limited Iranian exports influence global supply expectations. Despite quieter trading, prices remain historically high — urea, UAN, and anhydrous ammonia all rank the second-highest ever for this time of year, meaning farmers must commit unusually large bushel equivalents to secure product.
Phosphate markets also remain tight. China is still expected to stay out of export markets until at least August 2026, and high ammonia and sulfur costs are raising production expenses worldwide. The DAP-to-corn ratio improved slightly but remains near record-expensive levels.
Potash is comparatively stable and considered reasonably priced. Meanwhile, sulfur prices are surging amid tighter global supply and rising demand, lifting costs for phosphate- and sulfur-based fertilizers.
China is not one of our top suppliers of cooking oil, according to USDA ERS data, but does export a lot of used cooking oil to the U.S. for biofuel production.
October 15, 2025 12:13 PM
·
Lewis Williamson with HTS Commodities joined RFD-TV’s Market Day Report to share insight into what’s happening on the ground and in the markets.
October 14, 2025 04:30 PM
·
Expect choppier basis and wider bids — hedge earlier, keep logistics flexible, and watch Argentina and India headlines for near-term opportunities.
October 14, 2025 12:37 PM
·
Even in this strong market, some beef producers are leaving money on the table by not following proven marketing practices.
October 14, 2025 12:03 PM
·
New U.S. fees on Chinese-owned and built ships took effect overnight, marking the latest escalation in maritime trade tensions between Washington and Beijing.
October 14, 2025 11:33 AM
·
President Trump is expected to press Argentina to take a tougher stance on China in exchange for political and economic support.
October 14, 2025 11:12 AM
·
The FAA’s proposed rule to allow drones to operate beyond visual line of sight (BVLOS) could soon revolutionize how farmers and ranchers manage their land.
October 13, 2025 03:39 PM
·
Nick Andersen, Nationwide’s VP of Agribusiness Claims, shares tips for managing weather-related risks in agriculture using their new Hail and Wind Alert Program.
October 13, 2025 01:57 PM
·
Tidal Grow Agri-Science joins us to celebrate Global Fertilizer Day, sharing how innovation continues to drive American agriculture forward.
October 13, 2025 12:20 PM
·
