Market Insight
Price trends and market outlook, 17th June 2026.
Price trends and market outlook, 17th June 2026.
Hunter Swisher, the CEO of Phospholutions, explains how the company’s RhizoSorb® technology can be integrated into phosphate fertilizer plants.
We speak to Justin Rackleff, CRU’s Americas Lead, Fertilizer Value Chain, about the US market state-of-play ahead of this year's Southwestern Fertilizer Conference.
We interview Alison Coughlin, CME Group’s Director of Commodity Research and Product Development, about the valuable market role of fertilizer futures.
Price trends and market outlook, 7th May 2026.
Mosaic has withdrawn its 2026 phosphate production guidance and is cutting rates at key US and Brazilian plants as record sulphur prices compress stripping margins in an already tight phosphate market.
Ilya Motorygin of GG Trading says fertilizer trading is performing an essential function currently – in a market disrupted by supply earthquakes.
We report on selected keynote and commercial presentations from CRU’s 2026 Phosphates+Potash Expoconference.
Stephen B Harrison of sbh4 consulting outlines the options for decarbonising diammonium phosphate (DAP).
CRU’s Phosphates+Potash Expoconference was held in Paris in mid-April, with the Iran crisis uppermost in everyone’s mind. Margins are under pressure, sulphur has become a strategic constraint, and the phosphates investment pipeline is thin. CRU Principal Consultant Humphrey Knight examined the fallout from the closure of the Strait of Hormuz, noting that fertilizers have been hit harder than most bulk commodities. A large share of exportable sulphur and traded urea normally originates in, or passes through, Gulf producers. The effective closure of the strait has squeezed the traded part of these markets, where international prices are set, and pushed benchmarks up sharply. The global phosphate market is structurally tight, and the combination of Chinese export policy and Middle East logistics has pushed the traded segment into a much more fragile state.