Fertilizer Supply Tightens as Imports Fall and Transportation Slows

Tight supply and logistics issues may raise input costs.

synthetic fertilizers_ag revolution 22148795_G.jpeg

Stockr - stock.adobe.com

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
Related Stories
More Farms File for Bankruptcy As Strong Farm Loan Demand Boosts Bank Earnings
Spring Fieldwork Progress Mixed As Moisture Slows Activity
Researchers with the University of Tennessee Institute of Agriculture are studying the clouded plant bug, which causes millions of dollars in damage to crops such as corn, soybeans, and cotton growing across the state.
Farm Bureau Economist Dr. Faith Parum warns farmers to brace for more losses as the war in Iran sends shockwaves through the ag economy and raises input costs even further.
Margin pressure and competitiveness concerns are shaping cautious outlooks.
Fewer DEF-related shutdowns could mean more uptime during planting and harvest seasons.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Margins shift across the chain based on timing.
Exports depend more on demand than currency shifts.
Spring Fieldwork Advances As Weather Patterns Shift Nationwide
Corn and soybean exports continue supporting demand levels.
manage risk as milk price volatility increases.
Strong beef demand is offsetting weaker cash cattle.