NASHVILLE, Tenn. (RFD-TV) — Fertilizer availability and pricing could swing sharply if new U.S. sanctions on Russia take effect, with the impact varying widely by product. Russia is a major exporter of nitrogen and potash, and any disruption would immediately be reflected in dealer inventories and farm budgets this fall.
According to Josh Linville with StoneX, the most significant vulnerability is UAN: the global market is small, western buyers dominate demand, and the U.S. relies heavily on Russian tons.
A U.S.-only block would likely drive UAN values higher and keep them elevated until trade returns to normal. Urea would likely see a short-lived price shock; Russia could redirect flows to Brazil and India, easing the spike within a few months. NH3 (ammonia) appears to be the least exposed, with no Russian tons flowing to the U.S. and exports still below pre-war levels. Phosphate effects on the U.S. should be minimal due to existing countervailing duties, unless a broad global cutoff occurs. Potash poses a moderate risk—Canada can backfill, but coastal regions could feel it first.
Farm-Level Takeaway: Prepare for acute UAN risk and a brief urea shock; maintain steady ammonia and phosphate plans and monitor potash basis on the coasts.
The FAO Food Price Index for November fell by more than 1 percent in November, marking the third straight month of declines.
December 05, 2025 11:54 AM
·
Working capital is tightening for crop farms, increasing reliance on operating loans even as land values steady in the broader sector.
December 04, 2025 02:59 PM
·
Higher ocean freight raises export costs just as global grain competition intensifies.
December 04, 2025 02:50 PM
·
Buying a real Christmas tree directly supports U.S. farmers facing rising import competition, long production cycles, and weather-driven risks.
December 04, 2025 11:02 AM
·
While the agriculture industry hoped details on proposed “bridge” payments for farmers would be released this week, Ag Secretary Brook Rollins said the USDA is still working with the White House on the finer points.
December 03, 2025 01:36 PM
·
Federal lawyers submitted a brief this week backing Bayer’s argument that federal laws governing herbicides like Roundup should prevent lawsuits over the popular chemical.
December 03, 2025 12:08 PM
·
China’s renewed purchases signal improving sorghum demand at a time when export markets are otherwise uneven. Meanwhile, agriculture groups across the U.S, Canada, and Mexico want to protect close trade relations.
December 03, 2025 11:51 AM
·
Strong demand supports sweet potatoes, but grading challenges and rising costs weigh on returns for Southeastern growers.
December 02, 2025 06:17 AM
·
Cargill’s commitment to keep plants open helps preserve competition as Tyson removes capacity amid historically tight cattle supplies.
December 01, 2025 03:55 PM
·
