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Blue fertilizer granules on soil
Posted inMarkets

War, Strikes, and a Fertilizer Market Running Out of Slack

by Oguz BuyukyildirimApril 27, 2026April 27, 2026

Two separate crises are now hitting the fertilizer market at the same time. The result is a supply environment that has not looked this fragile since 2022. Energy Costs Are Moving First Fertilizer runs on natural gas. Ammonia and urea, the foundation of nitrogen fertilizers, are priced directly against it. When gas moves, fertilizer follows […]

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