FARGO, NORTH DAKOTA (RFD News) — A new analysis from North Dakota State University is modeling how fertilizer prices could respond to potential disruptions in the Strait of Hormuz.
The study outlines three possible scenarios, including a quick reopening of shipping routes, continued contested transit, and an extended disruption through the fall.
Under the central scenario, urea prices could peak near $784 per ton by mid-2026, while DAP could rise above $860 later in the year.
Even under the most optimistic scenario, the analysis projects prices would remain above pre-crisis levels through at least 2027.
The report also notes differences between crop prices and input costs that could impact overall affordability for farmers.
Related Stories
Restored base acres strengthen cotton risk protection.
Britt Hilton with the Oklahoma Farm Bureau joined us to discuss current conditions, producer impacts, and the road to recovery following the Ranger Road Fire.
The closure of Lubbock Feeders highlights mounting pressure on the U.S. cattle supply, according to the Texas Cattle Feeders Association, as border restrictions and costs strain feedyards.
From projected drops in input costs to biofuel expansion and the USDA’s new “One Farmer, One File” initiative, Ag Secretary Brooke Rollins shared key policy priorities at Commodity Classic that put farm issues back in the spotlight.
NCBA Chief Counsel Mary-Thomas Hart discussed the legal process behind delisting the prairie chicken, the challenges ranchers faced under the bird’s previous protections, and the benefits of cooperative habitat management for both livestock and wildlife.
