Uploaded August 2026 | Updated September 2026, 2 weeks ago
The fertilizer market outlook hinges on supply, with roughly two thirds of the world tradable sulfur missing and phosphate output squeezed worldwide.
Josh Linville, StoneX Vice President of Fertilizer, walks through the supply threats stacking up across nitrogen, phosphate, and potash.
Linville explains why China has all but vanished from phosphate exports, how the Strait of Hormuz sits behind world urea and ammonia supply, and why weaker European nitrogen output shifts demand onto others. He also lays out why potash stays well supplied while freight costs hold its price firm.
Discover Actionable Fertilizer Insights with StoneX Market Intelligence: shop.stonex.com/collections/fertilizers?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_josh_linville&utm_content=share
Watch more: youtube.com/playlist?list=PLseYUvaoguNgrr5RYDeqHw4YGJsCvV4DB
View more insights from Josh here: stonex.com/en/market-experts/josh-linville
0:00 Fertilizer's Supply Watchlist
1:39 Europe Idles Its Nitrogen
2:41 The Strait of Hormuz Chokehold
3:44 Ukraine Drones Reach the Sea
5:05 China Skips Phosphate Exports
6:55 The World's Sulfur Runs Dry
7:35 Phosphate Outruns Grain Prices
8:37 Potash Rides on Freight Costs
Like and subscribe for more financial market insights.
#StoneX #Fertilizer #JoshLinville
The fertilizer market outlook hinges on supply, with roughly two thirds of the world tradable sulfur missing and phosphate output squeezed worldwide.
Josh Linville, StoneX Vice President of Fertilizer, walks through the supply threats stacking up across nitrogen, phosphate, and potash.
Linville explains why China has all but vanished from phosphate exports, how the Strait of Hormuz sits behind world urea and ammonia supply, and why weaker European nitrogen output shifts demand onto others. He also lays out why potash stays well supplied while freight costs hold its price firm.
Discover Actionable Fertilizer Insights with StoneX Market Intelligence: shop.stonex.com/collections/fertilizers?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_josh_linville&utm_content=share
Watch more: youtube.com/playlist?list=PLseYUvaoguNgrr5RYDeqHw4YGJsCvV4DB
View more insights from Josh here: stonex.com/en/market-experts/josh-linville
0:00 Fertilizer's Supply Watchlist
1:39 Europe Idles Its Nitrogen
2:41 The Strait of Hormuz Chokehold
3:44 Ukraine Drones Reach the Sea
5:05 China Skips Phosphate Exports
6:55 The World's Sulfur Runs Dry
7:35 Phosphate Outruns Grain Prices
8:37 Potash Rides on Freight Costs
Like and subscribe for more financial market insights.
#StoneX #Fertilizer #JoshLinville
