NASHVILLE, TENN. (RFD NEWS) — Fertilizer supplies are tightening ahead of spring planting, as lower imports, transportation challenges, and global disruptions are pressuring availability and prices for U.S. producers.
USDA data shows fertilizer imports fell 7 percent below average in the second half of 2025, with phosphate products seeing the sharpest declines. Domestic production remained mostly steady, but not enough to fully offset reduced import volumes — especially for key nutrients like nitrogen and phosphorus.
Transportation trends are also mixed. Rail shipments are running near or slightly above average, but barge movements on the Mississippi River system are below normal due to weaker import flows into New Orleans. That slowdown is limiting how efficiently fertilizer moves inland during a critical pre-plant window.
Global factors are adding pressure. Conflict in the Middle East has disrupted nitrogen fertilizer production and shipping through the Strait of Hormuz — a key supply route. Urea prices have already surged, rising 37% from February to March.
Despite rising costs, USDA expects strong corn acreage this year, which will keep demand for nitrogen fertilizer elevated.
Farm-Level Takeaway: Tight supply and logistics issues may raise input costs.
Tony St. James, RFD News Markets Specialist
Corn and beef exports showed strong momentum, cotton sales surged, and soybean sales held steady, though China remains absent from the U.S. market.
September 18, 2025 04:43 PM
·
Cheaper freight is helping exports move, especially corn, but weaker soybean demand looms large.
September 18, 2025 04:37 PM
·
American Farm Bureau Federation (AFBF) economist Danny Munch explains how the Emergency Livestock Relief Program application process differs from other USDA aid programs.
September 18, 2025 01:39 PM
·
The modest cut should slightly reduce borrowing costs on operating loans, land notes, and equipment financing for agriculture, giving some relief to producers under heavy debt loads.
September 18, 2025 10:29 AM
·
Sen. Roger Marshall, a founding member and chairman of the Make America Healthy Again caucus, joined us with his thoughts on the commission’s latest report and the key ag-related issues.
September 17, 2025 04:36 PM
·
Grain shippers face lower freight values thanks to weak soybean exports and strong rail service, but barge traffic and forward Gulf loadings suggest continued uncertainty as harvest ramps up.
September 17, 2025 04:01 PM
·