The conflict between Israel and Iran could cost U.S. farmers when it comes to fertilizer orders. The situation has only added to recent challenges for global urea and nitrogen markets, resulting in higher prices.
Josh Linville with StoneX spoke with RFD-TV’s Jennifer Vickery Smith about the ripple effects he is seeing, current prices, and advice for producers.
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Transportation access, legal disputes, and fertilizer freight costs will directly influence input pricing and grain movement in 2026.
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.
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Tariff relief and new trade agreements may temper food costs by reducing import costs.