Insights

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

China reopens urea exports with $660pt price floor

Indonesia ships first urea cargo to Australia under G2G deal as export strategy shifts

India locks in 1.3-1.5Mt DAP for Kharif at $930-935pt cfr

Worried Indian buyers seek strength in numbers with huge ammonia purchasing tender

Market Update: Urea values correct in wake of Indian Potash Limited tender

Potash affordability gradually worsening on rising import prices

Qafco Q1 profits and output fall y-o-y due to disruption from regional conflict

India eyes $2.64bn urea award as tender lifts global fob values to four year highs

Urea: IPL issues counter offers in latest purchasing tender

Global urea availability to be tested as India steps into the market for 2.5m. tonnes

Ammonia prices start to soar as cuts at key production hubs begin to bite

Woodside collects keys to new US ammonia plant, opening door to first export cargo

Australian ammonia plant shutdowns tighten supply squeeze East of Suez