Insights

Urea: India raises the stakes for markets requiring April arrivals

RCF's 1.3m. tonne urea purchase has tightened global spot availability, diverted Nigerian and Egyptian tonnes away from western markets, and pushed Middle East and SE Asian values to multi-year highs.

For the US Gulf, nearby NOLA values ran to $480ps ton this week. April arrivals are increasingly under the spotlight as offshore suppliers backed India over the USA.
Nitrogen

Supply cutbacks collide with US and Indian demand to lift urea values 18% since early-January

Nitrogen

Yara warns CBAM suspension would derail US Gulf ammonia production plans

Any suspension of the EU’s new Carbon Border Adjustment Mechanism (CBAM) would jeopardise Yara’s and Air Products’ proposed $8-9 billion low-carbon ammonia project in Louisiana
Blue and Green Ammonia General Nitrogen

Ammonia: Long-awaited second export cargo from new US Gulf plant brings early festive cheer to buyers

Nitrogen Ammonia

West clearly best for ammonia suppliers as market stays split along geographical lines

Nitrogen Ammonia

Shutdown of Trinidad’s largest producer sends shockwaves through merchant ammonia market

Nitrogen Ammonia

International ammonia prices maintain upward march on capacity constraints

Nitrogen General Ammonia

US ammonia benchmark soars for September, Saudi plant shutdown to hurt supply

Nitrogen General Ammonia

Dangote to build $2.5 billion urea plant in Ethiopia

Nitrogen General

Fertiglobe reports mixed Q2 sales, delays low-carbon ammonia project

Nitrogen General Ammonia

Traders eye East to West opportunities amid North African supply squeeze

Nitrogen General Ammonia

Urea producers confident ahead of Indian Potash Limited tender despite slow pace of business elsewhere

Nitrogen General

Supply concerns at key production hubs push up international ammonia prices

Nitrogen General Ammonia

Israel-Iran conflict leads to urea supply woes; global fob values rally by 25-30%

Nitrogen General

Australian trio takes step closer to establishing low emissions ammonia bunkering operations

Nitrogen General Ammonia Blue and Green Ammonia

Ammonia market players at Monaco conference keep cards close to their chest on bearish sentiment

Nitrogen General Ammonia

Global ammonia prices in the doldrums as inaugural cargo loads at large Texan plant

Nitrogen General Ammonia

Domestic potash price surge and FSU supply constraints a worry for China

General Potash

West is best for ammonia suppliers amid growing supply glut in the East

Nitrogen General Ammonia

DAP/TSP likely outlet for OCP’s 2025 fertiliser sales growth

General Phosphates & NPKs

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