Fertilizer costs are also top of mind during geopolitical turmoil.
Josh Linville with StoneX says the numbers are telling an interesting story right now.
“Truthfully, I have been surprised prices haven’t been higher. What other things have been keeping a lid on these fertilizer prices from going higher than where they are today is lower grain prices. Obviously, farmers everywhere are talking about the fact that grain prices are not great, they’re not attractive, and so that is keeping the lid because I think the fertilizer industry knows the farmers just can’t buy these values, certainly not ahead of next spring.”
Fertilizer prices have been relatively steady over the last few days. Analysts with DTN found no significant moves last week, with anhydrous falling in price over the last month. Seven of the eight major types are more expensive than a year ago, with urea holding 25 percent above 2024. Potash, on the other hand, is lower in price, falling around seven percent on the year.
Transportation access, legal disputes, and fertilizer freight costs will directly influence input pricing and grain movement in 2026.
December 16, 2025 01:37 PM
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Fertilizer markets face uncertainty after President Trump raised the possibility of tariffs on Canadian imports, with analysts warning of supply and pricing risks. Josh Linville with StoneX provides a fertilizer industry outlook.
December 15, 2025 01:35 PM
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Canadian tariffs would raise costs for potash, ammonia, and UAN, increasing spring fertilizer risk.
December 11, 2025 01:16 PM
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Tariff relief and new trade agreements may temper food costs by reducing import costs.
December 09, 2025 11:55 AM
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Removing the 40% duty sharply lowers U.S. beef import costs on beef, coffee, fertilizer and fruit, and restores Brazil’s competitiveness during a period of tight domestic supply.
November 21, 2025 10:30 AM
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Only properly documented, unexhausted fertilizer applied by prior owners may qualify for Section 180 expensing; broader nutrient-based claims carry significant legal and tax risk.
November 19, 2025 12:52 PM
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