Insights

Urea: Granular supply remains tight with market buoyed by seasonal LatAm demand, grain and gas fundamentals

AGF Nitrogen may curtail ammonia capacity due to high natgas prices, warns European food security at risk

Woodside mulls options for recently-acquired Texan ammonia plant, sale not ruled out

Nutrien reports record-high H1 2026 potash sales

Urea: Chinese supply sees offers into India below $400pt cfr across both coasts in latest tender

CF Industries to begin building $4 billion blue ammonia plant JV this month, posts strong Q2 results

RCF announces fresh urea purchasing tender to close 11 August

Fresh US tariffs on Canada exclude potash

Global glut depresses ammonia prices, surprise as Venezuelan spot cargo sails to Spain

Yara's Q2 net income up by almost a third, hails Gulf Coast Ammonia acquisition a "milestone"

Interview: Green ammonia priced at $400pt fob achievable in 15 years, says InterContinental Energy CEO

CIQ process to kick off next week for Chinese amsul exports

Norwegian giant Yara acquires Gulf Coast Ammonia project in Texas for $1.3 billion

Potash affordability worsens as stocks rise in key markets

Phosphate fertilizer trade flows change again

China reinstates minimum price floor for urea exports to India at $500pt fob

Fall in US ammonia benchmark highlights bearish tone in the West, but East remains bullish on supply constraints

India’s NFL announces fresh urea purchasing tender

India MOP contract deal yields heavily negative import margins