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
Dr. Derrell Peel says the longer the border remains closed to Mexican cattle imports, the more likely some industry changes could become permanent.
Producers say limited moisture is creating major challenges for crops and irrigation heading into summer.
Mike Stranz joins us to discuss farm safety net reforms, NFU’s proposed IMSET program, and the challenges facing family farmers nationwide.
The investigation does not prove wrongdoing, but it raises federal scrutiny of a major cost center for crop 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:

Drought remains a major risk, with the ERS reporting that 98 percent of the U.S. cotton production area was affected by drought in early May.
Higher placements lifted feedlot inventories, but slower marketings point to continued tightness in finished cattle movement.
China remains critical to U.S. farm exports, but Brazil’s growing market share keeps pressure on U.S. soybean demand.
Tight cattle supplies should keep beef prices supported, while dairy, pork, and poultry are poised for greater production growth.
Early wheat harvest is moving, but rain, drought stress, and disease pressure will determine yield and quality.
China’s pledge is supportive, but producers need confirmed sales and shipments before counting it as stronger export demand.