Growing the Future

Global Fertilizer Roller Coaster

Episode Summary

They said prices would settle. They didn’t. They said the market would stabilize. It hasn’t. They said this year wouldn’t be as bad as the last. Guess what? Now, farmers across Western Canada are staring down a brutal reality—soaring input costs, a shaky global supply chain, and a market that feels more like a runaway train than a reliable system. Fertilizer pricing isn’t just unpredictable—it’s wild. And if you don’t understand the forces behind it, you might find yourself paying too much, too late… or worse, left with nothing at all when you need it most. This one-hour live webinar is for the farmer who needs real answers. The retailer who’s playing defense. The ag professional looking for a sign of where this thing is headed.

Episode Notes

Join Dan Aberhart on Growing the Future Productions as he discusses the volatile global fertilizer market in 2025 with Josh Linville, a trusted Fertilizer Market Analyst at Stonex. In this episode, they tackle the unpredictable fluctuations in fertilizer prices, including the impacts of tariffs, geopolitical events, and supply constraints. Josh provides a detailed analysis of the global factors affecting nitrogen, urea, potash, phosphate, and sulfur markets, and offers insights on how farmers and industry professionals can best navigate these challenges. Learn the current state of the market, predict future trends, and understand the complex forces at play in the agricultural sector.

00:00 Introduction to Global Fertilizer Market

00:26 Current Fertilizer Market Challenges

02:07 Audience Interaction and Questions

03:49 Josh Linville's Market Analysis

07:49 Global Supply Issues and Political Impacts

15:45 Middle East and Global Shipping Concerns

20:22 European Production and Market Dynamics

33:54 Technological Advances and Future Outlook

35:15 Phosphate Market and Tariff Implications

37:58 Understanding Market Signals

38:27 Global Phosphate Supply Issues

39:01 Impact of US Government Policies

40:07 China's Export Restrictions

43:52 India's Struggle with Subsidies

48:05 Internal Fertilizer Trade Dynamics

49:51 Tariffs and Market Reactions

54:05 Potash and Sulfur Market Insights

01:01:05 Conclusion and Final Thoughts