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.
U.S. produce growers face a structural disadvantage—cheaper imports driving down prices while rising labor costs squeeze margins. Without new policies or technology, profitability remains uncertain.
September 23, 2025 04:09 PM
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Herd rebuilding looks slow, keeping cattle prices supported; beef-on-dairy crosses help fill feedlots, while imports temper—but don’t erase—tightness.
September 23, 2025 01:32 PM
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China is making strategic moves by purchasing more soybeans from Argentina and may soon follow the EU and reopen its market to Brazilian chicken exports.
September 23, 2025 01:21 PM
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Lamb prices have seen a surprising surge driven by a tight supply and increasing demand in non-traditional markets.
September 23, 2025 12:40 PM
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Rollins says the new trade relationship with Taiwan, which is committed to buying a significant amount of U.S. soy, could not come at a better time for farmers facing financial strain.
September 23, 2025 11:06 AM
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Higher tariffs may shield some U.S. crops but risk retaliation, lost markets, and higher costs for growers. The WTO disputes highlight the fragile balance between trade policy, farm exports, and input supply chains.
September 22, 2025 12:39 PM
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USMEF CEO Dan Halstrom joined us on Monday’s Market Day Report for his analysis on the U.S.-Taiwan trade agreement, which includes big bucks for U.S. Beef.
September 22, 2025 12:30 PM
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Fewer cattle on feed suggest smaller slaughter numbers this winter, which could support strong prices if beef demand holds firm.
September 22, 2025 11:10 AM
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Dairy farmers are expected to face strong output and export gains, but lower prices and tighter margins will persist into next year.
September 22, 2025 10:52 AM
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