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# Soaring fertilizer prices dim Brazil’s edge over U.S. farm rivals

Publication Date: 11.06.2026, 17:00

Brazil imports most of its fertilizer and plants in September, leaving growers exposed while U.S. rivals largely bought before the spike.

Brazilian farmers who spent two decades building one of the world's most competitive grain sectors are watching a fertilizer price surge erode the cost advantage that helped them gain ground on U.S. rivals, according to a Reuters analysis.

The timing is acute. Brazil imports most of its fertilizer and plants its main soybean crop in September, leaving growers exposed to a market that has rallied since the Middle East conflict disrupted gas and ammonia supply. Many U.S. farmers, by contrast, bought their nutrients before the spike, locking in lower costs for the current season.

## A growth story built on imported nutrients

Brazil has expanded its planted area by roughly 50% this century, turning the country into a dominant force in soybeans and corn. That expansion rests on heavy fertilizer use, the bulk of it imported. When global prices climb, the import bill lands directly on Brazilian growers, who have less room to pre-buy than their northern competitors.

Murphy Campbell, an analyst at price reporting agency Expana, said the September planting window leaves Brazil more exposed to current price levels than markets that have already covered their needs, according to Reuters.

## Margins tighten as costs climb

For individual farmers, the math is unforgiving. Murilo Rabelo Martins Pereira, who farms about 800 hectares in Goias, told Reuters that higher input costs are squeezing already thin margins. Rabobank has warned that some Brazilian growers are overleveraged, raising the risk that a cost shock collides with stretched balance sheets.

Joana Colussi, an agricultural economist at Purdue University, said the relative cost position between Brazil and the United States can swing sharply depending on the timing of fertilizer purchases, according to Reuters. This year, that timing favors U.S. producers.

## A domestic supply push

Brazil has long sought to cut its import dependence. Petrobras is restarting idled nitrogen plants with the aim of covering a larger share of domestic demand, targeting roughly 35% of the country's nitrogen needs over time. Building that capacity takes years, and it offers little relief for the season now being planned.

## What to watch into September planting

The near-term path hinges on the conflict and its effect on Gulf gas and ammonia flows, on freight costs, and on how quickly Brazilian growers move to cover their needs. If prices stay elevated into the planting window, the competitiveness gap that Brazil narrowed over two decades could widen again in favor of U.S. farms, at least for one season.

Source: [Reuters](https://www.reuters.com/world/americas/soaring-fertilizer-prices-dim-brazilian-farmers-edge-over-us-rivals-2026-06-08/)

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