NASHVILLE, Tenn. (RFD-TV) — The fertilizer market saw a meaningful shift this week after the Trump Administration confirmed that major fertilizers will be exempt from tariff rates — a development that immediately pressured urea values and opened the door for more normal trade flows.
According to Josh Linville of StoneX, NOLA urea dropped 6–8% on the announcement, easing one of the most significant pain points heading into spring. Some key suppliers had been facing tariffs of 30% or more, and removing those hurdles allows the U.S. to resume sourcing urea more efficiently. Linville cautions, however, that this is not a “silver bullet,” as urea still needs to trade at a level that discourages imports without incentivizing exports.
Other nitrogen markets reacted more quietly. UAN prices were steady due to limited activity and ongoing tight supply-and-demand fundamentals, and NH3 showed little movement given that the U.S. manufactures most of its own ammonia.
Phosphate saw the next-largest benefit: removing tariffs should reopen flows from Saudi Arabia, offering relief for spring, even as Russia, Morocco, and China still face other economic hurdles. Potash, sourced mainly from Canada, remains largely unaffected.
Farm-Level Takeaway: Urea and phosphate see the biggest price relief from tariff exemptions, but nitrogen markets remain tight, and spring demand will still dictate pricing momentum.
Tony St. James, RFD-TV Markets Specialist
U.S. Senator Roger Marshall (R-KS) shares his perspective on the U.S.-China trade developments and their potential impact on American producers, farmers, and ranchers.
October 30, 2025 12:56 PM
·
Rich Nelson, a commodity broker for Allendale Inc., joins us to break down what the U.S.-China trade agreement means for the ag economy.
October 30, 2025 12:04 PM
·
The U.S.-China summit raises hopes for stronger exports and reduced barriers, but U.S. ag players should remain strategically cautious until concrete volumes and certifications materialize.
October 30, 2025 10:37 AM
·
Prepare for softer milk checks into winter, watch cull-cow values and timing, and stress-test cash flow as product prices recalibrate.
October 29, 2025 03:11 PM
·
Expect incremental near-term lift for feed grains, proteins, and ethanol as tariff cuts and smoother approvals translate into real orders.
October 29, 2025 03:04 PM
·
Cattle markets are collapsing this week, and analysts say that several factors are at play. Consumer beef prices also remain near all-time highs, threatening long-term demand.
October 29, 2025 12:58 PM
·
Trade pacts with Malaysia and Cambodia unlock tariff-free and preferential lanes for key U.S. farm goods, expanding long-term demand in Southeast Asia.
October 28, 2025 02:08 PM
·
Shaun Haney, Host of RealAg Radio, discusses President Trump’s move to halt trade talks with Canada and Mexico over a commercial about tariffs launched by the Government of Ontario.
October 28, 2025 12:04 PM
·
Input costs are top of mind for farmers, as they contribute to higher prices and smaller profits.
October 28, 2025 12:00 PM
·
