Fertilizer Market Warning 2027: Trouble Is Building

Fertilizer prices, phosphate supply, and 2027 crop planning are already becoming major questions for farmers. In this Tuesday Cuppa Coffee livestream from What the Future’s Podcast, Ryan Denis is joined by Josh Linville of StoneX to break down the fertilizer market, including phosphate, potash, urea, China, the Strait of Hormuz, and whether farmers should lock in fall fertilizer or keep waiting. Josh explains why North America made it through spring 2026 better than some feared, why global fertilizer supplies are still tight, and what could cause phosphate prices to finally break lower. Ryan also covers canola, wheat, soybeans, oats, Prairie seeding delays, U.S. planting progress, and why farmers may need to “play financial defense” while markets are offering stronger pricing opportunities. Links mentioned: UPL WAVE Biostimulant: https://www.uplcorp.com/ca/product-details/wave-biostimulant What the Future’s Podcast: https://www.youtube.com/@whatthefutures/videos ⏰ Timestamps 00:00 Intro + markets update 01:20 Prairie planting delays discussion 03:00 US crop conditions + wheat concerns 04:20 Josh Linville joins the show 05:10 Why fertilizer shortages haven’t happened yet 07:00 Are fertilizer fears overblown? 08:40 Australia fertilizer concerns explained 10:15 Super El Niño debate 11:05 Current state of fertilizer markets 13:10 Why phosphate prices remain high 15:10 China + Strait of Hormuz risks 16:20 Why farmers are sitting on their hands 17:10 White House fertilizer announcements 18:40 “I wanna be boring again” moment 19:20 Will planting delays rally grain markets? 20:00 Ryan’s grain marketing advice for farmers #FertilizerMarket #GrainMarkets #WhatTheFutures Listen to the show on the go. https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599 https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428 ‍ Follow on Instagram and X for more market insights. https://www.instagram.com/whatthefuturespod/ https://x.com/wtfuturespod Email Ryan: ryan@whatthefuturespodcast.ca What the Futures Podcast Website: https://www. whatthefuturespodcast.ca Thanks to our Sponsors John Deere https://operationscenter.deere.com/ UPL https://www.uplcorp.com/ BrettYoung https://brettyoung.ca/ #FertilizerMarket #GrainMarkets #WhatTheFutures