Agricultural #agri-commodity#fertilizer
Agri-Commodity Markets Have Not Priced in Fertilizer Supply Risks, Say Analysts
Analysts Thijs Geijer and Warren Patterson of ING Think say agri-commodity markets have not fully priced in risks from rising fertilizer prices, which could reduce usage and crop yields. Export restrictions from Russia and China exacerbate disruptions, with India facing the most imminent risk. However, easing fertilizer prices in June and comfortable inventories for 2026-27 may limit price spikes.
Jul 8, 2026 1 source