Phosphate
Josh Linville says tight nitrogen supplies, rising demand and global disruptions to sulfur supplies are keeping pressure on fertilizer markets, even if tensions in the Strait of Hormuz ease.
Blaming monopolies for high fertilizer costs misses the real culprit: complex global supply chains. Fighting costs requires open dialogue, not endless lawsuits.
As combines roll, Mosaic agronomist Tryston Beyrer says the fertility decisions made in the next 60 days — not next spring — will set the floor under 2027 yields.
Industry analysts expect the move could ease phosphate pricing pressure, though not necessarily return the market to “normal.”
Koch Ag & Energy Solutions will invest in Jorf Fertilizers Company I, forming a 50/50 joint venture with OCP Nutricrops and expanding the companies’ phosphate fertilizer partnership in Morocco.
USDA says Trump’s executive order suspending phosphate duties could cut fertilizer prices by about 22%, saving U.S. farmers an estimated $1.82 billion annually across 97 million planted acres.
The Executive Order signed by President Trump Monday comes after years of farmer lobbying against phosphate duties, with Texas A&M estimating $6.9B in added costs since 2021 tied to sharply higher DAP fertilizer prices.
The Feikemas use cattle and hog waste to fuel 7,000 crop acres, eliminate insecticides and even guide land purchase decisions.