Argus Fertilizers

𝗩𝗶𝗲𝘄𝗽𝗼𝗶𝗻𝘁: 𝗨𝗦 𝗮𝗺𝘀𝘂𝗹 𝗱𝗲𝗺𝗮𝗻𝗱 𝘁𝗼 𝘀𝘁𝗿𝗲𝘁𝗰𝗵 𝘀𝘂𝗽𝗽𝗹𝘆 𝗶𝗻 𝟭𝗤 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 US ammonium sulfate (amsul) prices are likely to remain elevated through the first quarter of 2025 because of increased demand, high feedstock costs and more forward purchases as buyers look to avoid the high prices seen last spring. Scarcity seen in the 2023-2024 fertilizer year in the US amsul market has continued into 2024-2025. Strong demand has drained US inventories, despite rising domestic production in the third quarter, which increased by 11pc to 4.8mn short tons (st) compared to the five-year average of 4.25mn st, according to data from The Fertilizer Institute (TFI). By Meghan Yoyotte: https://okt.to/jgyE9o #fertilizer #ammoniumsulphate #nitrogen #ammonia #USA

𝗩𝗶𝗲𝘄𝗽𝗼𝗶𝗻𝘁: 𝗕𝗿𝗮𝘇𝗶𝗹 𝘂𝗿𝗲𝗮 𝗱𝗲𝗮𝗹𝘀 𝗳𝗼𝗿 𝗰𝗼𝗿𝗻 𝗱𝗲𝗹𝗮𝘆𝗲𝗱 𝘁𝗼 𝟮𝟬𝟮𝟱 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Brazil is set to enter 2025 with a last-minute surge in demand for nitrogen-based fertilizers, as farmers continue to postpone purchases for the 2024-25 second corn crop. Around 10-15pc of all fertilizer needs have yet to be purchased for the corn crop, whose planting is expected to start by February in central-western Mato Grosso state. By Gisele Augusto: https://okt.to/SwHptj #fertilizer #urea #nitrogen #potash #soybean #Brazil

𝗩𝗶𝗲𝘄𝗽𝗼𝗶𝗻𝘁: 𝗨𝗦 𝗮𝗰𝗶𝗱 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝗻 𝘄𝗲𝘀𝘁 𝘁𝗼 𝗲𝗮𝘀𝘁 𝘀𝗽𝗹𝗶𝘁 𝗶𝗻 𝟮𝟬𝟮𝟱 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Vastly different dynamics are expected for the western and eastern US sulphuric acid markets in 2025. Lower output from producers in the western US and Canada will keep supply constrained for much of 2025, likely driving west coast US sulphuric acid imports higher during the year. But balanced dynamics will keep the southeastern US and Gulf coast markets competitive, shielding both regions from the global market dynamics. By Chris Mullins: https://okt.to/pqEw9y #fertilizer #sulphuricacid #sulphur #USA

𝗣𝗼𝗱𝗰𝗮𝘀𝘁 | 𝗙𝗲𝗿𝘁𝗶𝗹𝗶𝘇𝗲𝗿 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗘𝗣𝟮𝟱: 𝗔𝘀𝗶𝗮𝗻 𝗳𝗲𝗿𝘁𝗶𝗹𝗶𝘇𝗲𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Listen here https://okt.to/9mDW6g to analysis of phosphate, sulphur, sulphuric acid and green ammonia market sentiment, developments and prices, following our attendance at a key industry event – FAI 2024 in Delhi. Join Andrea Valentini, VP, Business Development, Deon Ngee, Senior Reporter, Sulphur and Sulphuric Acid and Thomas Hampson, Editor, Argus Phosphates, as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series. 𝗞𝗲𝘆 𝘁𝗼𝗽𝗶𝗰𝘀 𝗰𝗼𝘃𝗲𝗿𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗽𝗼𝗱𝗰𝗮𝘀𝘁: • Sulphur market update - The rise in sulphur cfr prices - Price expectations in the near-term • Sulphuric Acid market update - Prices to remain stable? - Implications for sulphur burners - New capacity update for India, Indonesia • Phosphate market update - Steady pricing and India’s continuing need for DAP - Competition for DAP between India, Ethiopia - Indian concerns on DAP affordability, reflecting current subsidies and the maximum retail price - The impact of China’s absence from the market. - Interesting markets to look out for: Australia, US, Europe and Bangladesh • Ongoing Indian Government tender to stimulate the green ammonia market – overview and market response Listen to this concise podcast here: https://okt.to/ZfUNMO #phosphate, #sulphur, #sulphuricacid, #ammonia, #cleanammonia, #fertilizer, #India, #Australia

𝗣𝗼𝗱𝗰𝗮𝘀𝘁 | 𝗙𝗲𝗿𝘁𝗶𝗹𝗶𝘇𝗲𝗿 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗘𝗣𝟮𝟱: 𝗔𝘀𝗶𝗮𝗻 𝗳𝗲𝗿𝘁𝗶𝗹𝗶𝘇𝗲𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Listen here https://okt.to/JZYvLn to analysis of phosphate, sulphur, sulphuric acid and green ammonia market sentiment, developments and prices, following our attendance at a key industry event – FAI 2024 in Delhi. Join Andrea Valentini, VP, Business Development, Deon Ngee, Senior Reporter, Sulphur and Sulphuric Acid and Tom Hampson, Editor, Argus Phosphates, as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series. 𝗞𝗲𝘆 𝘁𝗼𝗽𝗶𝗰𝘀 𝗰𝗼𝘃𝗲𝗿𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗽𝗼𝗱𝗰𝗮𝘀𝘁: • Sulphur market update - The rise in sulphur cfr prices - Price expectations in the near-term • Sulphuric Acid market update - Prices to remain stable? - Implications for sulphur burners - New capacity update for India, Indonesia • Phosphate market update - Steady pricing and India’s continuing need for DAP - Competition for DAP between India, Ethiopia - Indian concerns on DAP affordability, reflecting current subsidies and the maximum retail price - The impact of China’s absence from the market. - Interesting markets to look out for: Australia, US, Europe and Bangladesh • Ongoing Indian Government tender to stimulate the green ammonia market – overview and market response Listen to this concise podcast here: https://okt.to/OMUJtr #phosphate, #sulphur, #sulphuricacid, #ammonia, #cleanammonia, #fertilizer, #India, #Australia

🎙️𝗣𝗼𝗱𝗰𝗮𝘀𝘁 | 𝗕𝗮𝗰𝗸 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗳𝗶𝗲𝗹𝗱𝘀: 𝗥𝗼𝗺𝗮𝗻𝗶𝗮 𝗰𝗿𝗼𝗽 𝘁𝗼𝘂𝗿 (𝗗𝗲𝗰. 𝟮𝟬𝟮𝟰) | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Hear about the state of wheat crops in Romania after sowings, thanks to our network of local partners: https://okt.to/v2Qydr Benefit from our Black Sea crop tour reports throughout the year with the Argus AgriMarkets Outlook service: https://okt.to/eioGTH #ArgusAgriculture #Wheat #Corn #Rapeseed #BlackSeaWheat

🎙️ 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 | 𝗙𝗲𝗿𝘁𝗶𝗹𝗶𝘇𝗲𝗿 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗘𝗣𝟮𝟰: 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮𝗻 𝘂𝗿𝗲𝗮 𝗺𝗮𝗿𝗸𝗲𝘁, 𝗗𝗲𝗰 𝟮𝟬𝟮𝟰 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Listen here https://okt.to/wGspx1 for an analysis of the Australian urea market in light of record levels of urea imports, the launch of Argus’ new Australia urea price assessment and what the impetus was for this launch. Join Andrea Valentini, VP, Business Development and Tom Woodlock, Market Reporter – Fertilizers and Biofuels Feedstocks, as they discuss these topics in the latest episode of Argus’Fertilizer Matters podcast series. 𝗞𝗲𝘆 𝘁𝗼𝗽𝗶𝗰𝘀 𝗰𝗼𝘃𝗲𝗿𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗽𝗼𝗱𝗰𝗮𝘀𝘁: • Assessing the record volumes of urea imported into Australia • Chinese urea imports into Australia displaced by the Middle East, South East Asia • Hot trends in the Australian market • Incitec Pivot selling fertilizer business, Wengfu Australia up for sale • Prospects for local urea production in Australia • Why Argus’ new Australian urea price assessment (based out of Geelong) is needed Listen to this concise podcast here: https://okt.to/oxNteM #nitrogen, #urea, #Incitecpivot, #Wengfu, #fertilizer, #Australia

𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 | A sample attendee list for the 𝗔𝗿𝗴𝘂𝘀 𝗙𝗲𝗿𝘁𝗶𝗹𝗶𝘇𝗲𝗿 𝗔𝘀𝗶𝗮 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 taking place on 22-24 April 2025 in Bali, Indonesia, is now available to download. Review a snapshot of companies you can expect to network with, audience seniority, and a breakdown of countries already in attendance. 𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱 𝘆𝗼𝘂𝗿 𝗰𝗼𝗽𝘆 𝗮𝘁: https://okt.to/9jRcKZ Join them, and more from the global #fertilizer value chain, on 22-24 April in Bali, Indonesia to network and discuss market opportunities across the Asia-Pacific region #ArgusFertilizerAsia #ArgusFertz

Register for the 𝗔𝗿𝗴𝘂𝘀 𝗖𝗹𝗲𝗮𝗻 𝗔𝗺𝗺𝗼𝗻𝗶𝗮 𝗜𝗻𝗱𝗶𝗮, 𝗠𝗶𝗱𝗱𝗹𝗲 𝗘𝗮𝘀𝘁 & 𝗔𝗳𝗿𝗶𝗰𝗮 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 (3-5 February 2025, Abu Dhabi, United Arab Emirates) to hear from a global line-up of industry-leading speakers including: - Navid Ostadian-Binai, Head of Green Vessels and Fuels, Maersk Tankers - Sami Kamel, CEO Dutco Cleantech, Dutco Group - Dr. Mirjam Peters, Chief Customer Sustainability Officer, Höegh Autoliners - Andrea Guati Rojo, Head of Stakeholder Relations, Ammonia Energy Association - Saravanan Manivel, Director – Low Carbon Fuels, ENGIE E&P - David Smith, Executive Vice President, Marubeni Middle-East and Africa Power Limited Book your place here: https://okt.to/pNBGeO #cleanammonia #netzero

Registration for the 𝗔𝗿𝗴𝘂𝘀 𝗖𝗹𝗲𝗮𝗻 𝗔𝗺𝗺𝗼𝗻𝗶𝗮 𝗔𝘀𝗶𝗮 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 (2-4 June 2025, Tokyo, Japan) is now open. Book your place here: https://okt.to/SX2MJ0 Join 250+ regional and international senior stakeholders to discuss new opportunities and form partnerships at one of the world's key demand centres for clean ammonia. Book by Friday 7 February 2025 to 𝘀𝗮𝘃𝗲 $𝟱𝟬𝟬 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝘀𝘂𝗽𝗲𝗿 𝗲𝗮𝗿𝗹𝘆 𝗯𝗶𝗿𝗱 𝗿𝗮𝘁𝗲 and up to $2000 for a group of five or more. #ArgusCleanAmmoniaAsia #cleanammonia #netzero