Fontanelle, IA | Hilltop Husker - 4/11/2026 20:42
Well if one is to believe stonex and adm about two million tons of urea. Which would be 13% of the us total use alone isn't here. Add that to them both saying last minute sales are up by a large amount. We are definitely behind on sales more than 20%. We definitely rely on sidedress N more in Nebraska but we are top three production state so it's not insignificant.
What we need to worry about is india buying more N. That's an easy place for the world to get rid of N with less shipping cost.
My area doesn’t use urea unless it is for spreading grass pastures. Spreading it always leads to streaking unless double spreading/split the middle of the spreader tracks. NH3 is cheaper and coops/ag retail are expanding it here.
I think crop budgets pushed liquid and top dress urea folks into majority NH3. “Staying power” always seems to favor NH3.
Yes, I realize cotton country /“last minute switching acres” probably do require non-NH3 forms of N. But, I just don’t believe ADM and Stonex are parroting the whole truth. Could be me but it Seems as though 6-8 months ago, NAT farmers pulling fert from river terminals were complaining about ADM not being competitive in either price, service, or availability of product? I might have my wires crossed as that could have been around their accounting fiasco time also? The hype just makes the price gouging “feel” legit. |
Percent of prepaid fertilizer
