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.
Tariffs are pushing up input costs, with fertilizer prices rising $100 per ton and machinery costs climbing due to steel and parts duties.
September 15, 2025 12:21 PM
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American Soybean Association President Caleb Ragland joins us to share his reaction to September’s WASDE and discuss the trade uncertainty between China and his industry.
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Bottom line: Despite all the efforts advocates make, workers are still making less money.
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China has been largely absent from U.S. markets lately, but not when it comes to cotton. It’s a buy that, traders say, isn’t surprising given China’s limitations.
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U.S. producers are holding off on equipment investments amid financial pressure, market uncertainty, a rising demand for diesel, and growing desperation for trade wins.
September 12, 2025 11:18 AM
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Rep. Mike Simpson (R-ID) joined us on Champions of Rural America to share his insights on upcoming changes to public land management and how they will benefit agriculture and the Western working class.
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As the White House works to close the trade gap, patience is wearing thin for some lawmakers. Senator Chuck Grassley (R-IA) says farmers are getting backed into a corner.
September 11, 2025 11:26 AM
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The Interior Department is proposing to repeal the Bureau of Land Management’s Public Lands Rule. This move would make huge strides to empower local decision-making and restore balance between conservation and protecting rural livelihoods tied to these public lands.
September 10, 2025 02:45 PM
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The September WASDE report comes out on Friday at Noon ET. As always, we’ll bring you those numbers right here on Market Day Report along with our expert
September 10, 2025 11:44 AM
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