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China’s Fertilizer Export Cuts Squeeze Global Supply

StoneX
2.68K subscribers
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532 views 11 days ago
Join Josh Linville, StoneX VP of Fertilizer as he breaks down China’s deep cuts to phosphate and urea exports and the knock-on effects across global fertilizer markets. He also explores the strain on U.S. nitrogen supplies and how growers are adapting amid volatile prices and limited availability. Like and subscribe for more financial market insights 0:00 Intro 0:05 China fertilizer exports slow sharply 0:45 Phosphate exports hit record lows 1:44 2025 Q1 figures: 111k t 2:06 Government motives & restrictions 2:59 Q2 export outlook still bleak 3:19 Bullish impact on global DAP/MAP 4:08 How other producers can react 4:57 Chinese urea exports near zero 5:45 Tight supply lifts price floor 6:20 US UAN shortage; farmers shift 7:28 Urea surge; imports arrive late 8:26 Outro – like & subscribe ...more
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China’s Fertilizer Export Cuts Squeeze Global Supply
N/ALikes
532Views
Apr 222025
Join Josh Linville, StoneX VP of Fertilizer as he breaks down China’s deep cuts to phosphate and urea exports and the knock-on effects across global fertilizer markets. He also explores the strain on U.S. nitrogen supplies and how growers are adapting amid volatile prices and limited availability. Like and subscribe for more financial market insights 0:00 Intro 0:05 China fertilizer exports slow sharply 0:45 Phosphate exports hit record lows 1:44 2025 Q1 figures: 111k t 2:06 Government motives & restrictions 2:59 Q2 export outlook still bleak 3:19 Bullish impact on global DAP/MAP 4:08 How other producers can react 4:57 Chinese urea exports near zero 5:45 Tight supply lifts price floor 6:20 US UAN shortage; farmers shift 7:28 Urea surge; imports arrive late 8:26 Outro – like & subscribe

Follow along using the transcript.

StoneX

2.68K subscribers