PLATTE CITY, Mo. (RFD-TV) — Fertilizer supply and pricing are facing new uncertainty following President Donald Trump’s recent comments threatening potential tariffs on Canadian imports. The remarks came last week during the announcement of a $12 billion farm bridge assistance package. While no timeline was provided, the agriculture industry is closely monitoring potential market impacts on one of its most cost-prohibitive inputs.
Josh Linville, Director of Fertilizer with StoneX, joined us on Monday’s Market Day Report to offer a fertilizer industry outlook. In his interview with RFD-TV News, he provided an update on the situation, discussed the potential ripple effects of the President’s comments on the fertilizer market, explained the importance of Canada‘s fertilizer supplies to U.S. farmers, and outlined the disruptions that could affect availability and pricing.
According to Linville, in order to increase America’s domestic fertilizer production, it will take investment and many years to get mines up and running. Until then, we are dependent on imports from Canada and Russia. Currently, he said, Canadian imports account for 80 percent of U.S. stocks.
Linville also addressed President Trump’s call for increased domestic fertilizer production, outlining the scope of the expansion and how it could affect agriculture. He said Trump’s statements last week did not move markets much, as traders recognize that the President’s “outlandish statements” are “more of a negotiation tool than an actuality.”
“Now, if he follows through with it — different story — especially in the potash market,” he said.
Looking ahead, he shared what he is watching regarding overall supply and demand and offered guidance to farmers as they navigate fertilizer markets in 2026.
From rising trade tensions in Europe to a pending Supreme Court decision on tariffs and shifting demand from China, global trade policy spearheaded by President Donald Trump continues to shape the outlook for U.S. agriculture—adding uncertainty as farmers navigate another volatile year.
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