Insights

Urea: IPL issues counter offers in latest purchasing tender

Nitrogen

Indian demand for 2.5m. tonnes raises stakes for global urea buyers

Nitrogen General

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

Nitrogen General

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

Ammonia

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

Ammonia

Australian ammonia plant shutdowns tighten supply squeeze East of Suez

Ammonia

Ammonia prices firm on Middle East supply shock, though new US capacity cushions impact in West

Ammonia

Urea – Midweek Update: Middle East crisis sees global urea prices established above $700pt fob

The majority of Middle East supply remains blocked from international trade, resulting in ever mounting challenges for major import markets. The pace of global price gains has slowed, yet urea and amsul values continue to edge higher by the day.
Nitrogen

Middle East Crisis: Urea fob values maintain price advance despite buyer caution

Nitrogen

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

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