Fertilizer will be hitting the dirt this spring, but nitrogen availability has been a question, and prices are rising.
“Nitrogen is one of the most important inputs for most growers across the Midwest. It’s also one of the highest inputs, and for good reasons, because it’s the number one driver of yield and protein if you’re concerned with that in the field, and the one thing we know that we can control to increase yields pretty easily because of how limited it is in most fields and most environments,” said Robb Muhr.
All eight major fertilizers are higher in price this week. Analysts with DTN found UAN32 rose nine percent, while UAN28 went up seven percent. Other types also saw price hikes, but none by more than five percent. Four are now higher in price than this time last year, which includes DAP, 10-34-0, UAN23, and UAN32.
Canadian tariffs would raise costs for potash, ammonia, and UAN, increasing spring fertilizer risk.
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Tariff relief and new trade agreements may temper food costs by reducing import costs.
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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.
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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.
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Urea and phosphate see the biggest price relief from tariff exemptions, but nitrogen markets remain tight, and spring demand will still dictate pricing momentum.
November 19, 2025 12:31 PM
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Stagger buys and diversifies fertilizer sources — watch CBAM, India’s tenders, and Brazil’s import pace to time urea, phosphate, and potash purchases.
November 07, 2025 11:16 AM
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Recognizing phosphorus and potash as critical minerals underscores their importance in crop production and food security, providing producers with an added layer of risk protection.
November 06, 2025 03:40 PM
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Global nitrogen and phosphate prices remain high despite improved supply fundamentals, with limited Chinese exports and stronger fall applications tightening availability.
November 06, 2025 11:16 AM
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Rabobank’s outlook signals a tightening margin environment, emphasizing the need for cost control, trade stability, and clearer policy signals heading into 2026.
October 31, 2025 11:44 AM
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