Related Insights
Tariff Concerns on Canadian Potash Continue to Support US Wholesale Fertilizer Prices
Ongoing concerns over potential tariff actions on Canadian potash imports continue to influence US wholesale fertilizer prices. Procurement professionals should understand how trade policy uncertainty is affecting sourcing decisions, pricing and long-term supply planning.
Sulfur Supply Recovery: Gulf Refinery By-Product and the 45% Global Share That Was Offline
The Hormuz crisis disrupted nearly 45% of global sulfur supply as Gulf refinery by-product exports collapsed for months. With vessel movement now improving, sulfur and sulfuric acid buyers may finally see the first meaningful cost relief in August after one of 2026’s most overlooked supply chain disruptions.
Helium: Qatar's LNG Halt and the Forgotten Supply Chain
The 2026 Hormuz crisis created one of the most overlooked commodity disruptions in global markets: helium. Damage to Qatar’s Ras Laffan LNG infrastructure reduced helium production capacity, creating a structural supply shortage that may persist for years even as shipping conditions across Hormuz begin improving.
First Phosphate Shipments Clear Hormuz, Signaling DAP Supply Recovery
Three large DAP and MAP vessels have successfully transited the Strait of Hormuz, the longest‑held choke point in global fertilizer shipping. This milestone marks the first tangible evidence of a rebound in physical phosphate supplies after years of volatility. Industry analysts now see a clearer path toward balanced fertilizer markets.
Potash: Nutrien Q2 2026 Earnings Preview — The Biggest Beneficiary of the Hormuz Crisis
Nutrien is expected to report exceptionally strong Q2 2026 earnings as sanctions on Russian and Belarusian potash combine with Hormuz supply disruption to tighten global markets. Potash buyers should watch July guidance closely before negotiating H2 contracts.
Urea at $359/MT and Falling: What Does the Post-Hormuz MOU Mean for the Nitrogen Market?
Urea prices have dropped sharply after the Hormuz MOU, creating potential buying opportunities for fertilizer buyers despite ongoing supply recovery challenges.
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