EU to present fertilizer strategy due to Iran conflict

The European Commission will present a fertilizer action plan on May 19, the Commission's agenda ​of policy announcements showed on Wednesday, to accelerate decarbonization ‌and address affordability issues made more urgent by the knock-on effects of the Iran war on an already tight market. A Commission spokesperson said ​the plan aims to address structural vulnerabilities and market ​imbalances, boost domestic production of fertilizer and diversify supply ⁠chains, supported by regulatory adjustments if needed.

Plus 86% for the ammonium nitrate

According to CRU Group business intelligence specialized on fertilizers and minerals, the price of urea has increased +75% since the beginning of 2026 and +52% since the start of the conflict with Iran. The price of ammonia grew +31% since the start of the conflict, ammonium nitrate +54%, phosphate +22%, sulfur +60%, sulfuric acid +151%. Sources: FAO, CRU

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