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  • Global Fertilizer Crisis Response - IFDC
    Whether it becomes a food crisis depends on what we invest in now The current fertilizer crisis, driven by escalating geopolitical tensions in early 2026, has rapidly evolved into a global shock to agricultural systems
  • Mosaic Faces Fertilizer Pricing Pressure Amid… | EL7. AI
    This slowdown occurs as competitors face similar pressures; Nutrien (NTR), a major peer, reported compressed margins in the recent quarter due to stabilizing global fertilizer prices per market data Furthermore, economic data from Brazil—a critical agricultural market for Mosaic—shows business confidence dipping to 46 7 in June 2026, reinforcing concerns regarding near-term demand
  • Bitter Harvest: How The Iran Crisis Is Altering Fertilizer Markets
    Oil disruptions trigger price volatility; fertilizer disruptions threaten planting cycles For fertilizer-import-dependent economies such as India and Brazil, delays translate directly into
  • FAO Reports 30% Decline in Global Fertilizer Trade Amid Middle East . . .
    The United Nations’ Food and Agriculture Organization (FAO) has reported a significant 30% decline in global fertilizer trade during the first four months of 2026, a trend attributed to the ongoing conflict in the Middle East
  • The Fertilizer Crisis: A Supply Chain Wake-Up Call
    How the Crisis Unfolded: The current fertilizer shock traces its origins to late February 2026, when hostilities in Iran led to the effective closure of the Strait of Hormuz to commercial shipping
  • Access, not cost, will define fertilizer markets after Hormuz
    ICIS reports on how the disruption in the Strait of Hormuz is reshaping fertilizer markets, suggesting the key issue is no longer what fertilizer costs, but whether supply can be secured at all
  • Fertilizer costs reaching a tipping point | World Grain
    “The price of fertilizers on the domestic market has risen sharply, reaching record highs, and many items are experiencing shortages,” said Oleg Sirota, chairman of People’s Farmer A decline in fertilizer use could sharply reduce farm profitability and, in the worst case, push grain producers into bankruptcy, Sirota added
  • 100 Days of War: The Factors Reshaping the Global Fertilizer Market and . . .
    Therefore, effective decision-making should take into account not only fertilizer prices and the specific characteristics of each nutrient but also the climate, logistical, and productivity risks that could affect the 2026 27 crop season
  • Farmers welcome FTC’s investigation into the fertilizer cartel with a . . .
    Farmers shared firsthand accounts of how rising fertilizer costs and concentrated market power are squeezing family operations and urged the FTC to take aggressive action to protect American agriculture from further decline
  • How fertilizer policies could exacerbate Hormuz price shocks
    The current quota for December 2025-May 2026 is set at about 18 7 MMT In April 2026, the government announced a further increase to 20 MMT for June-November 2026, including roughly 8 7 MMT for nitrogen fertilizers and over 7 MMT for compound fertilizers, alongside a separate 4 2 MMT quota for ammonium nitrate





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