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65/100 Bearish 21.05.2026 · 12:00 Finrend AI ⏱ 1 dk 👁 20 TR

Fertilizer Crisis Threatens Brazil's Agricultural Economy

The sharp rise in fertilizer prices triggered by the war in Iran is hitting farmers in agricultural giant Brazil at the worst possible time, once again highlighting how the Middle East conflict threatens global food supply. As one of the world's largest exporters of agricultural products, Brazil is among the countries most affected by this increase in fertilizer costs. The rise in fertilizer prices significantly raises costs for farmers, especially during the planting season for key crops like soybeans and corn. Since Brazil imports a large portion of its fertilizer needs, it is highly vulnerable to global price fluctuations. The conflict in Iran disrupts the supply chain of natural gas and other raw materials used in fertilizer production, driving prices higher. This situation could lead to shrinking profit margins in Brazil's agricultural sector and prompt some farmers to reduce planting areas. Experts warn that the increase in fertilizer costs could negatively impact Brazil's agricultural output and, consequently, global food prices. If geopolitical risks in the Middle East persist, the pressure on the fertilizer market could deepen further. The Brazilian government is working on various incentive programs to boost domestic fertilizer production and reduce import dependency. However, these measures are not expected to be effective in the short term. Agricultural sector representatives emphasize that farmers need to focus more on cost management during this period. This is not investment advice.

📊 MOS — Piyasa Yorumu

■ neutral · 60%

MOS stock is technically in neutral territory with an RSI of 55, and while it is above the MACD signal line, it gives a weak bullish signal. The price is above the 20-day moving average but below the 50-day moving average, indicating a short-term resistance zone. News reports highlight that the fertilizer crisis in Brazil threatens the agricultural economy, which could create demand uncertainty for fertilizer producers like MOS. In the short term, the price is likely to fluctuate at current levels or experience a slight decline. Therefore, it is difficult to determine a clear direction, and a neutral stance is recommended.

RSI 14
55.2
MACD
-0.11
24h Δ
0.00%

📊 CF — Piyasa Yorumu

▼ down · 60%

CF, a company operating in the fertilizer sector, may be directly negatively impacted by news of the fertilizer crisis in Brazil. Technical indicators also present a weak outlook: the RSI at 46 is below the neutral zone, the MACD is below its signal line and in negative territory, and the price is trading below both the 20-day and 50-day moving averages. Selling pressure is likely to persist in the short term.

RSI 14
45.9
MACD
-0.72
24h Δ
-1.31%

📊 NTR — Piyasa Yorumu

▼ down · 65%

The news points to a potential crisis in the fertilizer sector, NTR's main area of activity, which could create supply shortages. Technical indicators already present a weak outlook: RSI at 38 is near the sell zone, MACD is below the signal line, and the price is below both the 20-day and 50-day moving averages. The 2% decline in the last 24 hours suggests an early market reaction to the negative news. In the short term, selling pressure is likely to persist, but since the stock has not entered oversold territory, the pace of decline may remain limited.

RSI 14
38.0
MACD
-0.34
24h Δ
-1.96%

📊 ADM — Piyasa Yorumu

▼ down · 65%

ADM, as a critical player in the fertilizer supply chain, may face pressure on its stock from the news of the fertilizer crisis in Brazil. Technical indicators already present a weak outlook: although the RSI is approaching oversold territory at 33, momentum remains negative. The MACD line is below the signal line and continues its downward trajectory, suggesting that the bearish trend could persist in the short term. The price is trading below both the 20-day and 50-day moving averages, confirming a deterioration in the technical structure. The 2.9% decline over the past 24 hours, combined with the news, suggests that selling pressure may continue for some time.

RSI 14
33.0
MACD
-0.81
24h Δ
-2.92%
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