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
Strong ethanol output supports corn demand despite export weakness.
Strong crush margins — now at multi-year highs — are encouraging processors to expand production.
Crop insurance remains essential as risks and costs rise.
Weak soybean sales and soft wheat demand contrast with solid corn export strength.
AFBF Economist Dr. Faith Parum break down new survey findings on fertilizer affordability and producer sentiment heading into the 2026 growing season.
Rising corn and soybean prices may lower expected payments for producers

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:

Rising global supplies may cap soybean price strength, while sorghum prices hinge heavily on China’s export demand.
Rural driving conditions increase the risk of serious collisions with animals.
Charly Cummings with Superior Livestock Auction joined us to discuss today’s cattle offering, market demand, and what producers should watch as they plan upcoming sales.
David Fisher with the American Lamb Board joined us to discuss a new sustainability program designed to boost producer profitability while supporting stewardship practices.
Trade disputes can quickly reduce demand for key crops.
Input costs may stay elevated beyond tariff impacts.