Data or statistical facts on the situation and perspectives of agri-food systems and the impact of policies
Since February 28, 2026, only 5 fertilizer vessels have exited the Persian Gulf; the Gulf accounts for ~25% of global nitrogen fertilizer exports, generating a buildup of inventory with no clear exit, pushing global prices upward (Darragh & Bhanu, Kpler, 2026).
Brazil's soybean production was revised down to 179 million tonnes (from 180M) due to excessive rainfall in northern and central producing states; Brazil's competitive discount makes it unlikely China will purchase an additional 8 million tonnes of soybeans from the US (Darragh & Bhanu, Kpler, 2026).
Brazil will allocate $2.9 billion to a new plan to reduce the impact of rising fertilizer prices on agriculture (Agrolatam, 2026).
Fertilizer-related outbound shipments through the Strait of Hormuz dropped to their lowest level since January 2026 following Iran's announcement of the strait's closure on 2 March 2026.
44.8% of global fertilizer production is concentrated in the Asia-Pacific region (Earth Platform, 2026).
European ammonia production is 19% below 2019 levels (Plataforma Tierra, 2026).
$85.7 billion was the value of the world fertilizer trade in 2024 (Plataforma Tierra, 2026).
10%–20% is the increase in the cost of ammonia imports in the EU due to the CBAM mechanism (Earth Platform, 2026).
60% of global fertilizer production is concentrated in five countries (China, USA, Russia, India and Canada) (Plataforma Tierra, 2026).
The global demand for nutrients will reach 205 Mt in the fertilizer year 2025/26 (Earth Platform, 2026).
