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China halts exports of nitrogen-potassium fertilizer blends, per Bloomberg. Fertilizer prices up 35% last 12 months. How this affects #Vietnam ? 1) Nitrogen (Urea): Vietnam is a big producer (and exporter) of urea based fertilizer. Vietnam imports only ~10-20% of total nitrogen supply. 2) Potassium: 100% imported. Main sources: Canada, Russia, Belarus, Israel, Jordan. 3) Phosphates based fertilizers: Imported phosphate rock (mainly from China, Morocco), sulfur, ammonia (some domestic, some imported), and coal dust for some processes. Vietnam has limited domestic apatite/phosphate resources; heavy reliance on imports makes this segment vulnerable to supply disruptions. 4) Complex/Compound (NPK) based fertilizer: Balanced blends tailored to specific soils/crops; dominant in modern farming. Roughly 60–80%+ of the key non-urea components (phosphorus and potassium) are imported. Total fertilizer consumption in Vietnam hovers around 10.6–10.8 million tons per year (2025), with domestic production covering roughly 55–60% of needs and imports filling the balance. Since much of the raw materials for fertilizer production are imported, and since international prices are going up significantly, the cost of food production in Vietnam is certainly going up, but the sourcing of raw materials seems to be mostly stable at this point.