Feedstuffs in Focus

Ceasefire does little to ease fertilizer market woes

13 min · 9. apr. 2026
episode Ceasefire does little to ease fertilizer market woes cover

Beskrivelse

A ceasefire can change the mood overnight, but it cannot instantly move ships, lower insurance, or restore trust in a trade lane that suddenly feels risky. We sit down with Chris Vlachopoulos, fertilizer specialist and senior editor at ICIS [https://www.icis.com/explore/about/?cmpid=PSC|CHEM-2025-02-AMER-ICIS|General&sfid=701dP00000EJokKQAT&keyword=icis&matchtype=e&cmpid=PSC|ICIS|CHLEG-2023-09-GLOBAL-GG_core_brand|all&sfid=7014G000001oHVGQA2&keyword=icis&matchtype=e&gad_source=1&gad_campaignid=21636386106&gbraid=0AAAAAD_hXA-5LVdBjMcGcdQ1CsOs_uvui&gclid=CjwKCAjwnN3OBhA8EiwAfpTYetmJK3I291JuyiVJw3fR-nxekMNJgyC8UNG0bL-NAk9gb_r6ZcQgHxoCo1oQAvD_BwE], to unpack what the U.S. and Iran two-week ceasefire really means for the fertilizer market and for anyone watching input costs ahead of planting season.  We dig into the disconnect between improved sentiment and stubborn reality: reports of no inbound traffic, significant volumes of fertilizer stuck in transit, and freight and insurance premiums that keep pressure on delivered prices. Chris explains why urea reacts so violently, how the market can change fast, and why a “return to normal” is hard when logistics remain constrained. We also map out which products carry the most exposure, from urea and ammonia to sulfur, sulfuric acid, and the knock-on impact those feedstocks can have on phosphate fertilizer pricing.  From there, we look at who feels it first and longest. India’s seasonal demand, Australia’s delayed shipments, and Europe’s demand destruction each tell a different story about availability and affordability. We also talk through what higher fertilizer and fuel costs can force at the farm gate, including crop pivots, reduced applications, and the risk that higher production costs eventually show up in consumer food prices. If you want a clear, practical read on fertilizer prices, global supply chains, and agricultural market risk, press play, then subscribe, share the episode, and leave a review. What signal are you watching next?

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330 episoder

episode Setting the agenda for better swine health cover

Setting the agenda for better swine health

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Agribusiness under pressure

Margin pressure in agriculture is not a headline, it is a daily operating constraint. When diesel swings, fertilizer tightens, and geopolitics disrupts supply chains, agribusiness leaders have to make decisions fast, often without the ability to simply raise prices and move on. Host Sarah Muirhead sits down with Jim Clark of Granite Creek Capital Partners to map the biggest challenges to growth in agribusiness in 2026 and the real-world choices operators face when input costs surge. They dig into what has driven inflation across the last several years, from the pandemic and shifting tariff policies to conflicts that ripple through energy markets. Jim explains why products tied to petrochemicals, including fertilizer and crop protectants, can become both expensive and hard to source, and how fuel and freight can turn into a second profit-and-loss statement all by themselves. We also talk about the “pass-through” problem: many agriculture businesses are price takers, so protecting margins often means tough trade-offs between pricing, volume, and asset utilization. The conversation breaks down which sectors appear to be getting hit harder, why row crops have struggled more than livestock in recent years, and where biofuels exposure can help soften the blow. We also explore practical innovation, including efficiency gains that make NPK products or crop protection work harder at lower rates, and how precision agriculture tools like drones can make post-emergence application more feasible and targeted. If you want a clearer view of agribusiness risk management, commodity market realities, and the technologies shaping farm profitability, this one is for you. Subscribe, share the episode with a colleague, and leave a review with your biggest takeaway.

11. juni 202613 min
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New World screwworm alert

A parasite the US eliminated decades ago is back on the radar, and the clock starts the moment someone notices a “not quite right” wound. We sit down with Dr. Patrick Webb, Assistant Chief Veterinarian with the National Pork Board, to unpack what a confirmed New World screwworm case in southern Texas signals for pork producers and the wider livestock industry, and why early reporting beats waiting for certainty every time. We walk through how a suspected case typically moves from farm observation to state notification, investigation, and lab confirmation, and what that process tells us about readiness right now. From there, we get practical about containment: unified command, the 20-km infested zone concept, and how disease control measures can affect movement, and day-to-day business continuity. Dr. Webb also points to proven tools, including the sterile fly approach, as part of a multi-layer response that can push the threat back again. The biggest takeaway is simple and actionable: monitor your animals closely, tighten biosecurity, and keep communication open with your herd veterinarian and state animal health officials no matter what state you operate in. Summer conditions raise risk, and movement of infested animals is a key pathway, so fast action protects your herd and your neighbors. For clear guidance on what to look for and how to report, we share the best place to start: screwworm.gov. If this conversation helps you think differently about surveillance, traceability, and outbreak preparedness, subscribe, share it with another producer, and leave us a review so more people find it when it matters.

5. juni 20269 min
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An excessive number of questions can turn “reporting” into a full-time job. So what happens when an industry decides to cut the noise and keep only what actually drives improvement? Sarah Muirhead sits down with Kristi Block, lead for the Meat Institute’s reporting strategy, to unpack the newly updated Meat Institute Reporting framework and what it means for packers, processors, and the wider meat and poultry supply chain. We walk through how the framework started as a proactive way to gather credible, sector-wide data on priorities like animal welfare, food safety, worker safety, environmental performance, and sustainability. Block explains why the framework was refreshed for 2026 and how the updated approach reduces complexity by shrinking the survey from roughly 500 questions to about 50 while still meeting customer and stakeholder expectations for consistent, comparable data. A big theme is flexibility: reporting is voluntary, and companies can start where they are strongest, then expand as capacity grows. The conversation gets especially practical on sustainability reporting and ESG metrics, including greenhouse gas accounting, the GHG Protocol, and the pace of change around science-based targets. We also cover what participating companies get back, including establishment-level data that rolls up into a dashboard view across facilities, plus options for audit uploads and verification steps designed to support trust without creating extra chaos. Finally, they look ahead to the long game: tracking trends over time and aligning progress toward 2030 targets alongside initiatives like the US Roundtable for Sustainable Beef and the US Roundtable for Sustainable Poultry and Egg. Subscribe, share this with someone managing supplier questionnaires, and leave a review if you want more clear, grounded conversations on the biggest issues in animal agriculture.

29. maj 202613 min
episode Right bug, right drug, right time cover

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