analytics

Peel back the agri-layer, and you’ll find nitrogen, phosphates, and potash quietly moonlighting across industries that have nothing to do with tractors and everything to do with explosives, EVs, and emissions.

In the kingdom of nitrogen fertilizers, Urea still rules with a firm grip.

PitchBook report warns that One Big Beautiful Bill Act entrenches support for large farms and weakens innovation incentives.

Did you know that DAP (diammonium phosphate) – long a staple of the fertilizer world – is now stepping onto the stage of the energy transition?

Demand driven by sustainable farming practices, consumer preferences, and regulatory support.

Let’s take a look at what has happened to affordability over the past 45 days, as my last reference date was April 11, 2025.

Global growth is driven by innovation, demand for high-yield traits, and Asia-Pacific expansion.

In a move that was widely anticipated, the European Parliament has approved a sweeping package of tariffs on fertilizer imports from Russia and Belarus.

After months of speculation, China appears to be returning to the urea export market.

According to a recent PitchBook report, deal volume declines but valuations rise, with later-stage startups attracting the majority of capital.

Is China back to urea export, or is it another big bluff?

Once, I recently mentioned such commodities (as I admitted they are) as sulphur and ammonia – perhaps it’s time to briefly touch on phosphate rock?

I continue analyzing the affordability of fertilizers by comparing month-to-month trends in fertilizer and agricultural commodity prices.

I’m a poor chess player, which is why I’m so amazed when strong players can calculate so many moves ahead.