Episode 277: 2026 Fertilizer Forecast with Russ Quinn

With a long year of uncertainty in the rearview — farmers are coming into 2026 with hope for more stability in terms of global trade, prices, and growing conditions. While the outlook for some of these factors remains unclear, global fertilizer markets, for one, show signs of stability going into the new year. To help us understand the fertilizer forecast, we’re joined this week by DTN Fertilizer Editor Russ Quinn. He’ll help us understand the trends that ruled in 2025, from the shifting landscape of fertilizer production infrastructure to the Russia-Ukraine War. Then he’ll help us look ahead to what we might expect to see in 2026 for major Nitrogen, Phosphorus, and Potash products, taking into account ongoing geopolitical disruptions, potential planting acreage adjustments, and even spring weather. Then, we’ll dig into potential wildcards that still might throw a wrench in global supply and demand, and he’ll offer insights on how that might impact prices going forward. Finally, we’ll talk about how tariffs, countervailing duties, and how the $12 billion dollar farmer aid package might impact fertilizer markets later in the year.Read more of Russ’s reporting on the fertilizer markets here.