Agriculture / Food Security

Where it stands

Each step compares the last four complete quarters with the two years before. A theme usually moves left to right: companies push, Congress and the White House act, the government buys, and markets respond.

1. 1. Companies pushing
   Steady

   109 companies and groups lobbied on it in Q2 2026, against 105 a year earlier.

2. 2. Congress
   Rising

   12 bills introduced and 0 became law in the last four quarters, against 10 and 0 a year before that.

3. 3. White House and agencies
   Rising

   0 proposed rules, 4 final rules and 2 presidential actions in the last four quarters, against 3 a year before that.

4. 4. Government buying
   Quiet

   Not counted: federal purchase notices for fertilizer and seed are agencies keeping up their own grounds, not farm policy.

5. 5. Markets
   Falling

   1 insider purchase in the theme's companies in the last four quarters, against 3 a year before that. Their stocks: +30% over the same year, against +14% for the S&P 500. Among the 50 largest holdings of the funds we track, these stocks were worth $37.5B at the end of Q1 2026, against $34.9B a year earlier; the figure moves with prices and with how many funds rank them that high.

The setup

The US government is actively addressing agricultural input costs and food security, with a notable focus on phosphate fertilizers. This effort is driven by both legislative proposals and direct executive action, indicating a multi-pronged approach to secure critical resources for farmers. The most significant recent development is a presidential emergency declaration to facilitate duty-free imports of Moroccan phosphate.

How this developed

1. Mar 27, 2026EPA awards KEMRON/ARROWHEAD JV, LLC $15.4M for Mississippi Phosphates removal action.Federal contract
2. Apr 28, 2026S.4418, the Lowering Input Costs for American Farmers Act, is introduced to eliminate tariffs on Moroccan phosphate fertilizers.Bill
3. Jun 29, 2026President issues proclamation declaring emergency and authorizing temporary duty-free importation of Moroccan phosphate fertilizer for 8 months.Executive action
4. Aug 18, 2026USDA awards Texas Health and Human Services Commission $241M for WIC administrative expenses.Federal contract
5. Sep 26, 2026Department of State awards $117M to the Food and Agriculture Organization of the United Nations.Federal contract
6. Oct 5, 2026HR10735 is introduced to amend the Federal Crop Insurance Act for a livestock pilot program.Bill

The full story, year by year

* Year to date. Lobbying is the most companies and groups naming the theme in any one quarter. Insider buys are officer and director open-market purchases in MOS, CF, NTR, AGCO, DE. Fund holdings are the value of these companies among the top 50 positions of the funds whose 13F filings we track, at the latest quarter of each year. Stock returns are an equal-weight basket of the same companies with prices on file, split-adjusted, without dividends, against the S&P 500 over the same quarters.

• Lobbying before 2025 is still loading for this theme, so earlier years undercount.
• Lobbying reports for Q3 2026 are still being filed, so the comparison uses Q2 2026.

Why it matters

• The presidential proclamation (E8) directly addresses fertilizer supply chain issues by allowing duty-free Moroccan phosphate imports for 8 months, bypassing the slower legislative process of S.4418 (E6).
• The EPA's $15.4M contract (E5) for Mississippi Phosphates removal indicates ongoing environmental remediation efforts related to past phosphate production, highlighting the domestic industry's legacy issues.
• Significant federal grants (E10, E11) totaling $358M support food security and agricultural development through WIC programs and international organizations, demonstrating a broader commitment beyond just input costs.

Companies exposed to this theme

The record · 6 items, oldest first

• Mar 27, 2026Federal contractKEMRON/ARROWHEAD JV, LLC: MISSISSIPPI PHOSPHATES NON-TIME CRITICAL REMOVAL ACTION (NTCRA) PHASE 2 AND PHASE 3
• Apr 28, 2026BillLowering Input Costs for American Farmers Act
• Jun 29, 2026Executive actionProclamation: Declaration of Emergency and Authorization for Temporary Duty Free Importation of Phosphate Fertilizer Morocco
• Aug 18, 2026Federal contractHEALTH & HUMAN SVC COMMN TX: $241M Department of Agriculture Grant
• Sep 26, 2026Federal contractFOOD AND AGRICULTURE ORGANIZATION OF THE UNITED NATIONS: $117M Department of State Federal Award
• Oct 5, 2026BillTo amend the Federal Crop Insurance Act to require certain types of cattle to be included in a livestock pilot program, and for other purposes.

Some keyword matches were judged unrelated to this theme and are excluded from the record above.

How this story evolved

• Oct 16, 2026, 5:14 AM ETmixed23 recordslatest record Oct 6, 2026

  President declares emergency to allow duty-free Moroccan phosphate fertilizer imports, bypassing stalled legislation.

  The US government is actively addressing agricultural input costs and food security, with a notable focus on phosphate fertilizers. This effort is driven by both legislative proposals and direct executive action, indicating a multi-pronged approach to secure critical resources for farmers. The most significant recent development is a presidential emergency declaration to facilitate duty-free imports of Moroccan phosphate.

• Oct 15, 2026, 5:15 AM ETreal32 recordslatest record Oct 6, 2026

  President declares emergency for phosphate fertilizer, authorizing duty-free imports from Morocco for 8 months.

  The US government is actively addressing agricultural input costs and food security through targeted procurement and policy. A presidential proclamation declared an emergency regarding phosphate fertilizer supply, allowing duty-free imports from Morocco. Concurrently, the USDA is increasing oversight on peanut standards and supporting scientific publications related to forest management and climate impacts on agriculture.

• Oct 14, 2026, 5:42 AM ETreal21 recordslatest record Oct 6, 2026

  President declares emergency for phosphate fertilizer, authorizing duty-free Moroccan imports for 8 months, while Congress debates permanent tariff removal.

  The US government is actively working to lower agricultural input costs, specifically targeting phosphate fertilizers. This effort is driven by both legislative proposals in Congress and a direct executive action, indicating a coordinated push to address supply chain vulnerabilities and farmer expenses. The most significant action is a presidential emergency declaration allowing temporary duty-free imports of Moroccan phosphate.

• Oct 13, 2026, 5:14 AM ETreal21 recordslatest record Oct 6, 2026

  President declares emergency for phosphate fertilizer, authorizing duty-free Moroccan imports for 8 months, while Congress debates permanent tariff removal.

  The US government is actively working to lower agricultural input costs, specifically targeting phosphate fertilizers. This effort is driven by both legislative proposals in Congress and a direct executive action, indicating a coordinated push to address supply chain vulnerabilities and farmer expenses. The most significant action is a presidential emergency declaration allowing temporary duty-free imports of Moroccan phosphate.

• Oct 12, 2026, 5:14 AM ETreal21 recordslatest record Oct 6, 2026

  President declares emergency for phosphate fertilizer, authorizing duty-free Moroccan imports for 8 months, while Congress debates permanent tariff removal.

  The US government is actively working to lower agricultural input costs, specifically targeting phosphate fertilizers. This effort is driven by both legislative proposals in Congress and a direct executive action, indicating a coordinated push to address supply chain vulnerabilities and farmer expenses. The most significant action is a presidential emergency declaration allowing temporary duty-free imports of Moroccan phosphate.

• Oct 11, 2026, 5:14 AM ETreal31 recordslatest record Oct 6, 2026

  US declares emergency for phosphate fertilizer supply, authorizing duty-free Moroccan imports to stabilize agricultural costs.

  The US government is actively addressing food security and agricultural input costs, with a significant focus on fertilizer supply. This effort is spearheaded by the Department of Agriculture and the Department of Veterans Affairs, alongside a critical emergency declaration from the Executive Branch. The sequence of events reveals a concerted push to secure essential resources for farming and maintain agricultural stability.

• Oct 10, 2026, 5:14 AM ETreal21 recordslatest record Oct 6, 2026

  President declares emergency for phosphate fertilizer, authorizing duty-free Moroccan imports for 8 months, while Congress debates permanent tariff removal.

  The US government is actively working to lower agricultural input costs, specifically targeting phosphate fertilizers. This effort is driven by both legislative proposals in Congress and a direct executive action, indicating a coordinated push to address supply chain vulnerabilities and farmer expenses. The most significant action is a presidential emergency declaration allowing temporary duty-free imports of Moroccan phosphate.

• Oct 9, 2026, 5:14 AM ETreal31 recordslatest record Oct 6, 2026

  US declares emergency for phosphate fertilizer supply, authorizing duty-free Moroccan imports to stabilize agricultural costs.

  The US government is actively addressing food security and agricultural input costs, with a significant focus on fertilizer supply. This effort is spearheaded by the Department of Agriculture and the Department of Veterans Affairs, alongside a critical emergency declaration from the Executive Branch. The sequence of events reveals a concerted push to secure essential resources for farming and maintain agricultural stability.

• Oct 8, 2026, 5:15 AM ETreal31 recordslatest record Oct 6, 2026

  US declares emergency for phosphate fertilizer supply, authorizing duty-free Moroccan imports to stabilize agricultural costs.

  The US government is actively addressing food security and agricultural input costs, with a significant focus on fertilizer supply. This effort is spearheaded by the Department of Agriculture and the Department of Veterans Affairs, alongside a critical emergency declaration from the Executive Branch. The sequence of events reveals a concerted push to secure essential resources for farming and maintain agricultural stability.

• Oct 7, 2026, 5:42 AM ETmixed30 recordslatest record Oct 6, 2026

  VA seeks specific Holganix fertilizer for national cemeteries as White House declares emergency for phosphate imports.

  The US government is actively addressing agricultural input supply chains and land management, with a focus on fertilizer. The Department of Veterans Affairs is specifically seeking brand-name fertilizers for national cemeteries, while the White House has declared an emergency to facilitate duty-free phosphate fertilizer imports. This indicates a dual approach to ensuring agricultural and land maintenance needs are met.

• Oct 6, 2026, 5:15 AM ETreal51 recordslatest record Oct 6, 2026

  President declares emergency for phosphate fertilizer, authorizing duty-free Moroccan imports for 8 months.

  The US government is actively addressing agricultural input supply chain vulnerabilities, particularly concerning phosphate fertilizers. This effort is primarily driven by executive action to mitigate supply shortages and reduce farmer costs, while legislative attempts to influence agricultural policy remain in early stages with low probability of passage. The most significant action is a presidential emergency declaration to allow duty-free phosphate imports.

• Oct 5, 2026, 5:14 AM ETreal26 recordslatest record Sep 29, 2026

  President declares emergency for phosphate fertilizer, authorizing duty-free Moroccan imports for 8 months, impacting domestic producers.

  The US government is actively working to lower agricultural input costs for farmers, particularly for phosphate fertilizers. This effort is primarily driven by legislative proposals to remove tariffs and countervailing duties, culminating in a presidential emergency declaration to allow duty-free imports from Morocco. This sequence of events directly impacts domestic fertilizer producers and benefits farmers.