Retail fertilizer prices for the fourth week of February 2026 continued to
move higher. Seven of the eight major fertilizers were more expensive compared
to last month. Only one nutrient, urea, was higher by a considerable amount,
which DTN designates as anything 5% or more.
BDTN Retail Fertilizer Trends
While U.S.-held corn stocks have ballooned this year to near-record
levels, the supply and demand situation around the globe remains tight.
1^Inside the Market
The Commodity Classic event is filled with marketing seminars. Last week's
event had several sessions, but there were similar themes throughout. Advisers
offered some recommendations for sales, puts and calls, and not holding on to
the old crop too long.
FAt Classic, Market Strategies Beat Hope
The conflict has driven up insurance premiums and created a backlog that
now threatens shortages and delivery delays.
7^Cash Market Moves
A very active weather pattern will continue this week and extend through
next week as well. Drought reduction is likely, but deficits may be too large
to overcome during this pattern.
BAg Weather Forum
