Sep 3, 2026 · 9 min · 7 segments
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Starting with fertiliser, where disruption in the Middle East continues, global buyers are seeking alternative supply and EU gas prices are at an all-time high.
Ongoing disruption in the Middle East continues to raise concerns over the availability of fertiliser supplies needed to meet demand later this season if purchasing decisions are postponed until spring.
Many growers are understandably delaying fertiliser purchases while they assess weather conditions, cropping plans and ongoing market volatility.
However, early engagement with suppliers provides greater visibility of future demand, enabling the supply chain to plan more effectively for imports, raw material procurement, manufacturing, storage, processing and distribution during a period of significant uncertainty.
If demand remains subdued or purchasing is delayed, production volumes may be reduced, redirected to other markets or temporarily suspended, potentially limiting availability.
In addition, increased competition from major global buyers seeking alternative sources of supply could leave smaller markets, such as the UK, more vulnerable to supply constraints and higher replacement costs.
With EU gas prices reaching their highest level since January 2023, ongoing geopolitical tensions, CBAM and traditionally more active fertiliser markets as we move into September, there appears to be limited downward pressure on prices heading into the autumn.
Fertiliser is currently available in the UK and securing at least a proportion of anticipated requirements now could help mitigate the risk of supply shortages and reduce exposure to potential logistical bottlenecks during the peak spring application period when pressure on the supply chain is likely to be greatest.
Starting with fertiliser, where disruption in the Middle East continues, global buyers are seeking alternative supply and EU gas prices are at an all-time high.
Ongoing disruption in the Middle East continues to raise concerns over the availability of fertiliser supplies needed to meet demand later this season if purchasing decisions are postponed until spring.
Many growers are understandably delaying fertiliser purchases while they assess weather conditions, cropping plans and ongoing market volatility.
However, early engagement with suppliers provides greater visibility of future demand, enabling the supply chain to plan more effectively for imports, raw material procurement, manufacturing, storage, processing and distribution during a period of significant uncertainty.
If demand remains subdued or purchasing is delayed, production volumes may be reduced, redirected to other markets or temporarily suspended, potentially limiting availability.
In addition, increased competition from major global buyers seeking alternative sources of supply could leave smaller markets, such as the UK, more vulnerable to supply constraints and higher replacement costs.
With EU gas prices reaching their highest level since January 2023, ongoing geopolitical tensions, CBAM and traditionally more active fertiliser markets as we move into September, there appears to be limited downward pressure on prices heading into the autumn.
Fertiliser is currently available in the UK and securing at least a proportion of anticipated requirements now could help mitigate the risk of supply shortages and reduce exposure to potential logistical bottlenecks during the peak spring application period when pressure on the supply chain is likely to be greatest.
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