EN 
PT_BR 
Fertilizer imports in Mato Grosso do Sul registered a drop of 57,57% in the first two months of 2026 compared to the same period in 2025. The volume went from 18,700 tons to 7,900 tons, according to a survey by Aprosoja/MS, based on data from the Secretariat of Foreign Trade (Secex).
The reduction was mainly influenced by the decrease in purchases of nitrogen fertilizers, which fell from 18,000 tons to 7,710 tons, a decrease of 57,131 TP4T in the period. Potassium fertilizers, on the other hand, showed practically stable volumes, and there was no record of phosphate imports in the state at the beginning of this year.
Brazil imported 5.2 million tons of fertilizers between January and February 2026, a volume only 1.5% lower compared to the same period in 2025. While nitrogen fertilizers registered a reduction of 9.1%, there was an increase in imports of potassium (+10.64%) and phosphate (+46.06%), indicating a partial recovery in the supply of these nutrients in the country.
According to an economic analysis by Aprosoja/MS, the drop in imports in the state may reflect adjustments in the pace of input acquisition by producers, influenced by the production cost scenario and international market conditions.
For soybean and corn producers in Mato Grosso do Sul, the behavior of the fertilizer market has a direct impact on production planning. Lower purchases of nitrogen fertilizers, an essential nutrient especially for second-crop corn, can affect the productive potential of the crops if fertilization is reduced.
Furthermore, the volatility in international fertilizer and energy prices demands greater planning in input management, especially at a time when the cost of production remains one of the main challenges to profitability in the field.
Conflict in the Middle East puts pressure on the global market.
The fertilizer market has also been impacted by geopolitical factors. The conflict involving Iran has increased volatility in the global agricultural input market, mainly due to tensions in the Strait of Hormuz, a strategic route for the transport of energy and fertilizers.
The Gulf region concentrates a significant portion of the world's production of fertilizers and raw materials used in the manufacture of these products. Approximately 20% to 30% of global fertilizer exports pass through this maritime route, in addition to a significant share of the natural gas used in the production of nitrogen fertilizers.
With logistical constraints and rising energy prices, the production and transportation costs of fertilizers have increased in several markets. Since the beginning of the tensions in February 2026, analysts have indicated a significant rise in international prices for these inputs, with a direct impact on agricultural planning in different countries.
In some markets, the price of urea has already seen significant increases since the beginning of the conflict, reflecting concerns about global supply and potential disruptions in supply chains.
