[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kacper Piotr Kaminski [@Kacper_PK_CH](/creator/twitter/Kacper_PK_CH) on x 2954 followers Created: 2025-07-13 22:12:08 UTC Weekly Markets Update – July 14, 2025 p.9 Agriculture $OJ, $KC, $CC, $ZL, $LE Fertilizer prices, including urea, ammonium phosphate, and now potash, are moving higher in a volatile manner and remain well above pre-pandemic levels. This does not appear to be a temporary spike. If these levels hold, we are likely to see sustained upward pressure on agricultural production costs. It is something to watch closely, as input costs often lead broader food inflation. So far, that pressure has not fully materialized, particularly in U.S. markets. Soft agricultural commodities are still trading sideways or in a downtrend across the board, with the exception of lumber, which has been supported by tariff-related pressures. This dynamic may change, especially with new tariffs being imposed on multiple countries. I would pay particular attention to the new XX percent rate imposed on Brazil. Still, it's important to remember that prices remain significantly higher than they were before the broader inflation cycle began. Meanwhile, some grains are starting to move higher, supported by upcoming biofuel regulations. Soybean oil is currently leading the way. I continue to expect a choppy path ahead. Dislocations from shifting tariffs and trade flows are beginning to emerge, and that could make the space more compelling in the quarters to come. Timing will be key. At the same time, cattle prices in the United States continue to climb, with beef following closely. Tariffs are adding cost pressure at a moment when supply remains tight. Scaling up domestic production makes sense, but it takes time and capital. This is not something that can be turned on quickly. For now, upward pressure on protein prices is likely to persist.  XXX engagements  **Related Topics** [le](/topic/le) [$le](/topic/$le) [$zl](/topic/$zl) [$kc](/topic/$kc) [$oj](/topic/$oj) [$cc](/topic/$cc) [Post Link](https://x.com/Kacper_PK_CH/status/1944520245005459618)
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Kacper Piotr Kaminski @Kacper_PK_CH on x 2954 followers
Created: 2025-07-13 22:12:08 UTC
Weekly Markets Update – July 14, 2025 p.9
Agriculture $OJ, $KC, $CC, $ZL, $LE
Fertilizer prices, including urea, ammonium phosphate, and now potash, are moving higher in a volatile manner and remain well above pre-pandemic levels. This does not appear to be a temporary spike. If these levels hold, we are likely to see sustained upward pressure on agricultural production costs. It is something to watch closely, as input costs often lead broader food inflation.
So far, that pressure has not fully materialized, particularly in U.S. markets. Soft agricultural commodities are still trading sideways or in a downtrend across the board, with the exception of lumber, which has been supported by tariff-related pressures. This dynamic may change, especially with new tariffs being imposed on multiple countries. I would pay particular attention to the new XX percent rate imposed on Brazil. Still, it's important to remember that prices remain significantly higher than they were before the broader inflation cycle began.
Meanwhile, some grains are starting to move higher, supported by upcoming biofuel regulations. Soybean oil is currently leading the way. I continue to expect a choppy path ahead. Dislocations from shifting tariffs and trade flows are beginning to emerge, and that could make the space more compelling in the quarters to come. Timing will be key.
At the same time, cattle prices in the United States continue to climb, with beef following closely. Tariffs are adding cost pressure at a moment when supply remains tight. Scaling up domestic production makes sense, but it takes time and capital. This is not something that can be turned on quickly. For now, upward pressure on protein prices is likely to persist.
XXX engagements
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