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The World Bank's Fertilizer Price Index has risen by around 15% since the beginning of the year, driven by strong demand, trade barriers and production declines - particularly for urea.
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Russia continues to expand its influence: Market share of mineral fertilizers to increase from 20% to 25% by 2030, with focus on BRICS markets. Exports to reach 65 million tons in 2025, despite EU import duties.
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EU introduces tariffs on Russian fertilizers from July 2025, which could increase prices by up to 30 Reuters+1top agrar+1
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Energy costs falling - stabilization in potash, but urea remains expensive as Western fertilizers remain in demand despite tariffs.
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Canadian group Nutrien remains optimistic despite Q1 results as global demand and supply shortages persist. Potash demand for 2025 expected at 71-75 million tons. Reuters
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In India, fertilizer and chemical indices rise - by almost 19% in the quarter - but rising input costs put pressure on margins.
Summary
Urea & nitrogen compounds: prices remain stable, but at a high level.
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Phosphate & potash: Prices influenced by tariffs and logistics - slight setbacks possible, but robust overall.
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Input costs such as gas, sulphur, phosphates and freight tariffs remain key factors for the margin situation.
