UK and EU weigh tariff cuts as fertilizer rules tighten
UK and EU policymakers are trying to bring down fertilizer costs without losing control of safety, climate and trade risks.
UK and EU policymakers are trying to bring down fertilizer costs without losing control of safety, climate and trade risks.
Price trends and market outlook, 7th May 2026.
Energy, food, and fertilizer are three faces of the same system, says Alzbeta Klein, CEO of the International Fertilizer Association (IFA).
Strait of Hormuz disruptions linked to the Iran war have choked off fertilizer shipments from the Middle East and pushed prices sharply higher, prompting a wave of emergency support and trade measures as governments try to shield farmers ahead of key planting seasons.
China’s sulphuric acid exports fell 49% year on year to 666,808 t in the first four months of 2026 as Beijing moved from quota controls to a full export halt from May, removing a key supplier from the seaborne market at a time of already tight balances.
Brussels has put Europe’s gas‑exposed fertilizer industry at the centre of its new Fertilizer Action Plan, warning that high energy costs and plant closures threaten the region’s nitrogen capacity and long‑term food security.
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.
Policy decisions and geopolitical shocks are now the dominant drivers of sulphur and phosphate fertilizer markets, overriding more traditional seasonal fundamentals. The conflict in the Middle East, including the escalation around Iran, has tightened sulphur availability and lifted costs sharply, while China’s export restrictions continue to restrict global phosphate supply.
The Zambian government has introduced a new permit system to manage the export of sulphuric acid, which came into effect on 27 March, 2026, according to an announcement from the Ministry of Commerce, Trade and Industry. The move comes at a time of significant exceptionally high prices and sourcing challenges in the global sulphur market, adding another layer of tightness for regional consumers. The Ministry stated that the measure is designed to correct a "critical market imbalance" and ensure supply for the country's domestic industries. The system aims to safeguard local downstream sectors that rely on the acid, while still ensuring that the needs of the export market are met, it said.