Fertilizer Matters: Red Sea fertilizer logistics Jan 2024

2024年1月31日
Market: Fertilizers, Ammonia, Potash, Sulphur & Sulphuric Acid

Hear Argus’ concise analysis of how the conflict in the Red Sea has impacted fertilizer logistics, focusing on the ammonia, potash and sulphuric acid markets.

Join Mike Nash, Senior Editor, Lizzy Lancaster, Senior Reporter – Ammonia, Julia Campbell, Editor of Argus Potash and Liliana Minton, Editor of Argus Sulphuric Acid as they discuss the impact of this developing crises in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

• The impact on logistics - particularly increasing costs and extended journey times
• Will Middle Eastern ammonia producers try to avoid shipments to Morocco, Turkey and Europe? Will North African ammonia producers move in?
• Will the ammonia market see an impact on CFR or FOB prices?
• OCP’s changing focus to source sulphuric acid from Europe over Chinese producers
• Panama Canal restrictions compounding logistics concerns in the sulphuric acid market
• The impact on potash production and freight rates, focusing on Arab Potash Company (APC) and Israel Chemical Ltd (ICL)
• Potential impact on trade flows if the Red Sea crises continues

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