History Not Repeating for Australia's Agriculture Stocks -- Market Talk

Dow Jones

04/01

2217 GMT [Dow Jones]--For investors in stocks exposed to Australia's agriculture sector, now is not a repeat of 2022/2023 when the Ukraine war upended markets and Chinese farm chemical production faced setbacks, Macquarie says. Back then, the industry benefited from higher prices and margins across nitrogen products, crop chemicals and grains. It also coincided with a highly favorable growing season across Australia. "The key difference in 2026 is the risk of supply shortages in key inputs (e.g. urea)," Macquarie says. "Supply shortages were not a material factor in 2022/2023." Macquarie retains an outperform call on Elders. It has neutral calls on GrainCorp and Nufarm. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 31, 2026 18:20 ET (22:20 GMT)

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Back then, the industry benefited from higher prices and margins across nitrogen products, crop chemicals and grains. It also coincided with a highly favorable growing season across Australia. \"The key difference in 2026 is the risk of supply shortages in key inputs (e.g. urea),\" Macquarie says. \"Supply shortages were not a material factor in 2022/2023.\" Macquarie retains an outperform call on Elders. It has neutral calls on GrainCorp and Nufarm.  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Back then, the industry benefited from higher prices and margins across nitrogen products, crop chemicals and grains. It also coincided with a highly favorable growing season across Australia. \"The key difference in 2026 is the risk of supply shortages in key inputs (e.g. urea),\" Macquarie says. \"Supply shortages were not a material factor in 2022/2023.\" Macquarie retains an outperform call on Elders. It has neutral calls on GrainCorp and Nufarm.  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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"NUF.AU":"NUFARM LTD","BK7117":"农产品","BK7028":"食品分销商","BK7020":"化肥与农用药剂","GNC.AU":"GRAINCORP LTD-A","BK7505":"食品股","ELD.AU":"ELDERS LTD"},"translate_title":"澳大利亚农业股的历史不会重演——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GNC.AU":0.9,"ELD.AU":0.9,"NUF.AU":0.9},"content_text":"2217 GMT [Dow Jones]--For investors in stocks exposed to Australia's agriculture sector, now is not a repeat of 2022/2023 when the Ukraine war upended markets and Chinese farm chemical production faced setbacks, Macquarie says. Back then, the industry benefited from higher prices and margins across nitrogen products, crop chemicals and grains. 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