Crisis in the European fertilizer market: demand has collapsed, crop risks are increasing. Farmers in the European Union are reducing purchases of mineral products due to high prices and unfavorable agrological conditions, writes Bloomberg. According to the data of the European Commission, in the first nine months of 2026, the import of fertilizers to the European Union reached about 13.8 million tons, which is 25% lower than the average in the corresponding period in the previous 5 years. Purchases of nitrogen fertilizers decreased by 20% compared to the seasonal norm, and the demand for phosphates by 30% or more. September imports showed the lowest values ​​in the last ten years. In France it decreased by 43%, in Germany - by 56%, in Poland - by 50%. Among the main reasons: logistical problems - disruptions continue in key routes (Black Sea, Strait of Hormuz), making it unclear whether supplies will be able to meet a possible recovery in demand; Problems of local production in Europe - the increase in natural gas prices reduces the profitability of fertilizer production in the European Union. A carbon tax at the EU border on fertilizer imports will add additional costs; Price dynamics and market expectations - the cost of fertilizers decreased relative to the peak values ​​in the months of May - June this year, but still remained above last year's levels; Climatic conditions - abnormal heat and low soil moisture adversely affect the crop and next year's crop. The trade restrictions introduced by the European Union against fertilizers from Russia also played an important role. The tariffs have already affected the trade relations between the parties - in August 2026, the export of Russian fertilizers to the European market amounted to 29.7 million euros, which is 62% less year-on-year. Himprom in Telegram up to MAX.

Crisis in the European fertilizer market: demand has collapsed, crop risks are increasing. Farmers in the European Union are reducing purchases of mineral products due to high prices and unfavorable agrological conditions, writes Bloomberg. According to the data of the European Commission, in the first nine months of 2026, the import of fertilizers to the European Union reached about 13.8 million tons, which is 25% lower than the average in the corresponding period in the previous 5 years. Purchases of nitrogen fertilizers decreased by 20% compared to the seasonal norm, and the demand for phosphates by 30% or more. September imports showed the lowest values ​​in the last ten years. In France it decreased by 43%, in Germany - by 56%, in Poland - by 50%. Among the main reasons: logistical problems - disruptions continue in key routes (Black Sea, Strait of Hormuz), making it unclear whether supplies will be able to meet a possible recovery in demand; Problems of local production in Europe - the increase in natural gas prices reduces the profitability of fertilizer production in the European Union. A carbon tax at the EU border on fertilizer imports will add additional costs; Price dynamics and market expectations - the cost of fertilizers decreased relative to the peak values ​​in the months of May - June this year, but still remained above last year's levels; Climatic conditions - abnormal heat and low soil moisture adversely affect the crop and next year's crop. The trade restrictions introduced by the European Union against fertilizers from Russia also played an important role. The tariffs have already affected the trade relations between the parties - in August 2026, the export of Russian fertilizers to the European market amounted to 29.7 million euros, which is 62% less year-on-year. Himprom in Telegram up to MAX.