U.S. Fertilizer Industry in Global Markets: Structure and Supply Risks

farmdoc daily article analyzing the structure of the U.S. fertilizer industry in global markets and supply risks related to nitrogen, phosphorus, and potassium. The resource notes that the United States accounts for approximately 10 to 15\% of global fertilizer consumption and meets its demand through a mix of domestic production and imports. It examines the growth of global fertilizer markets over the past 25 years, the concentration of phosphorus and potassium production and reserves, U.S. import reliance for potash, phosphorus, and nitrogen, and the implications of trade disruptions, geopolitical conflicts, tariff uncertainty, and price volatility for U.S. farmers. It also highlights that domestic nitrogen production has increased since 2000, while phosphorus and potassium production have declined, increasing supply risks for those nutrients.