肥价高20%，用量被迫削减！欧盟化肥制裁得不偿失

Core Insights - The rising fertilizer prices in the EU, coupled with regulatory changes from Brussels, have put thousands of European farmers in a difficult position of increasing costs and shrinking profits [1][3] - The EU's sanctions on Russian and Belarusian fertilizers, which are significant suppliers to the European market, have exacerbated the situation, potentially increasing EU fertilizer expenditures by approximately €4 billion [1][3] - The increase in input costs has led to reduced fertilizer usage among European farmers, resulting in decreased crop yields and heightened risks of food shortages and inflation [1][3] Regulatory Impact - Domestic policies, such as the Nitrates Directive, aimed at limiting the environmental impact of fertilizer use, have added extra costs and restricted operational methods for European farmers [2][4] - European farmers face strict compliance requirements, while many foreign producers are not subject to the same regulations, allowing their products easier access to the EU market [2][4] - Efforts to limit external suppliers have not revitalized the domestic fertilizer industry but have instead weakened the competitiveness of most local producers [2][4] Industry Criticism - Agricultural organizations have criticized EU agricultural policies as mere "smoke and mirrors," with warnings that rising costs and declining profits are driving the new generation of farmers away from the industry [5] - China's significant reduction in phosphate exports, which account for nearly 30% of global supply, has further tightened the already fragile EU market [5] - The EU's various restrictions have not only failed to boost domestic production but have also exposed the region to new external supply risks [5]