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USCG updates ongoing lower Mississippi restrictions

  • : Agriculture, Coal, Fertilizers, Oil products, Petroleum coke
  • 24/09/17

The US Coast Guard (USCG) will further limit northbound movement for barges transiting the lower Mississippi River despite slightly higher water levels following Hurricane Francine's landfall late last week.

The USCG announced on 16 September that all northbound traffic traveling from Tunica, Mississippi, to Tiptonville, Tennessee, can only have five barges wide and only four of those can be loaded. Barges also cannot be loaded deeper than 9.5ft.

Any southbound traffic from Vicksburg, Mississippi, to Tunica cannot move more than seven barges wide or be drafted deeper than 10.5ft. Southbound traffic from Tiptonville to Tunica can only be six barges wide or less and cannot have a draft greater than 10ft.

The USCG has updated lower Mississippi river draft restrictions about four times since the end of August, but this is the third year in a row of notable low water for the fall on the lower Mississippi river which has triggered draft restrictions to arrive more quickly than previous years.

Hurricane Francine brought significant rainfall to the lower Mississippi at the end of last week. But this has not eased the minds of mariners, who anticipate the water may leave as quickly as it arrived.


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India ends fertilizer year with 1.3mn t in DAP stocks


25/04/03
25/04/03

India ends fertilizer year with 1.3mn t in DAP stocks

London, 3 April (Argus) — Low offtake in the first quarter of 2025 allowed Indian DAP stocks to build to about 1.3mn t by the end of the fertilizer year in March, but lower production and imports have put a ceiling to stock building, according to provisional data. DAP reserves began this month at 1.29mn t, with provisional offtake, production and import data suggesting a stock drawdown — production plus imports minus sales — of 12,000t on the month. Provisional March DAP offtake totalled 280,000t, bringing offtake this quarter to 978,000t, well below the 1.4mn t/yr average in 2021-24. In the fertilizer year spanning April 2024-March 2025, national offtake totalled 9.3mn t, compared with 10.8mn t in the previous year. A lack of DAP availability across parts of India, spurred by low imports and domestic production, has supported interest in NPKs. Domestic DAP output in March totalled 118,000t, reaching 3.76mn t in April 2024-March 2025. This is below the 4.2mn t/yr average in April 2020-March 2024. And March DAP imports totalled 150,000t, with 4.7mn t imported over April 2024-March 2025, line-up data show. This is well below the 5.6mn t/yr average in April 2020-March 2024. DAP importers and producers using phosphoric acid faced negative margins in most of the fertilizer year, given the maximum retail price, nutrient-based subsidy, exchange rates and market cfr prices for DAP and raw materials. This drove private-sector importers out of the market and encouraged producers using imported phosphoric acid to focus their output on NPKs, which gave better margins. Importers appear to have been dissuaded by high international DAP cfr prices in particular. The Indian DAP assessment peaked in October — during the high buying season — at $643/t cfr on a midpoint basis, remaining below $600/t cfr a year before. And prices were prevented from slipping in the off-season, supported by the absence of Chinese DAP exports and Ethiopia's switch to DAP imports from NPS. The assessed range has firmed in recent weeks, with Saudi Arabian producer Ma'aden selling 50,000t of DAP to an Indian importer in the high $640s/t cfr for loading in early April . DAP offers are now as high as $660/t cfr. DAP stocks are now well below a comfortable 2mn t, and India will have to keep building reserves in its off-season before farmers' demand picks up around the middle of the year. The Indian government at the end of March raised the nutrient-based subsidy for phosphates for the kharif season by 42pc. At current market prices, DAP importers' margins will remain negative. The government will probably continue to compensate importers for losses on DAP, but there is no indication that Indian DAP producers will receive compensation for losses. By Adrien Seewald Indian DAP stocks and sales '000t Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

No US tariffs on sulphur imports from Canada


25/04/03
25/04/03

No US tariffs on sulphur imports from Canada

London, 3 April (Argus) — Sulphur from Canada, which is by far the US' largest supplier, is not expected to be covered by the sweeping tariffs announced by President Donald Trump on 2 April. US sulphur imports from Canada totalled 830,000t in 2024 according to the US Geological Survey, with the rest of the world supplying just 60,000t. Trump exempted many energy and mineral products from tariffs unveiled on 2 April. Sulphur was not on the list of exemptions, but is understood to be covered by the US-Mexico-Canada free trade agreement, so should continue to be imported without tariffs. Sulphur imports from countries other than Canada and Mexico are believed to be subject to a 25pc tariff. US sulphur consumers would face higher prices if Canadian flows are subject to [tariffs]](https://direct.argusmedia.com/newsandanalysis/article/2653978) at a later date. Trump has threatened Canada and Mexico with further tariffs. He briefly imposed a 25pc levy on sulphur from Canada in February, only to suspend this days later. By Maria Mosquera Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Most US ferts imports to be tariffed, potash exempt


25/04/03
25/04/03

Most US ferts imports to be tariffed, potash exempt

London, 3 April (Argus) — Nearly every country that sends fertilizer products to the US will be hit with fresh import duties after President Donald Trump yesterday announced reciprocal tariff policies that are likely to increase nutrient prices in the US. According to the White House administration, a baseline 10pc tariff will be imposed on all goods from all countries imported into the US excluding those compliant with the US-Mexico-Canada Agreement (USMCA). Non-compliant Canadian and Mexican goods will continue to be charged at a 25pc rate, although potash that is deemed to be non-compliant will pay a reduced rate of 10pc. Imports of goods from other nations will begin paying the baseline 10pc rate on 5 April, while roughly 60 countries were given more specific reciprocal tariff rates based on the rates those countries have placed on US goods. The US imports a significant amount of fertilizer products from other countries to supplement limited domestic production capabilities. Non-North American countries such as Saudi Arabia, Egypt, Jordan, Israel, Tunisia, Australia and Trinidad and Tobago are well known names in the fertilizer market as major producers that ship a large amount of product to the US. Under the new sweeping tariff policy Egypt, Saudi Arabia, Trinidad and Tobago and Australia can expect a 10pc duty on all imports sent to the US, while Israel can expect a 17pc duty and Jordan will face a 20pc duty. A 28pc tariff will be applied to imports from Tunisia. Russia is also a major supplier of fertilizers to the US and a reciprocal tariff does not apply to the country. But there is uncertainty as to whether Russia is exempt from the universal 10pc rate applied to other countries. Phosphates Countervailing duties largely blocking Russian and Moroccan phosphates have enabled Saudi Arabia to grow its share of US DAP/MAP imports to 45pc in 2024, according to GTT data. They also opened the door to non-traditional suppliers including Jordan, Egypt and Tunisia, which together accounted for 21pc of US DAP/MAP imports last year. Australia has been a regular supplier to the US, averaging 9pc of imports over the past five years — although this fell to 4pc in 2024. The base 10pc tariff applied to Morocco will add to the countervailing duties in place and act as more of a deterrent. Still, customs data show that 10pc of DAP/MAP imports came from Morocco last year. Mexico supplied 318,000t of DAP/MAP to the US last year, accounting for 14pc of total imports. But the 25pc tariff imposed a month ago will probably stifle this trade flow. MAP barge prices in the US are currently equivalent to the mid-$660s/t cfr Nola. Latest MAP sales to Brazil were at $660/t cfr but indications are now reaching $680/t cfr. After these latest tariffs come into effect on 5 April, US buyers will have to pay more to secure phosphate supply, otherwise cargoes will be drawn to more attractive markets, such as Latin America. Potassium-based products, phos rock escape tariffs The White House also confirmed in an annex that some goods will be exempt from these latest tariffs including certain critical minerals. Goods that will be spared include a number of potassium-based fertilizer products — MOP, SOP, NOP, NPK and magnesium sulphate. Trump last month included potash in the administration's list of American critical minerals, and ordered the US government to fast-track permit reviews for critical minerals projects . The majority of the US' MOP supply is imported, with 98pc/yr coming from other countries, and 85pc of that from Canada, according to TFI data. The US typically imports 11mn-13mn t/yr of MOP, although GTT data show that the US imported close to 14mn t of MOP in 2024. USMCA still effective Tariffs on North American countries Mexico and Canada will continue within the status quo of an executive order issued in early March. All products covered under the USMCA free trade agreement will continue to be imported into the US without tariffs. USMCA compliant products include wholly created goods in Mexico or Canada, such as sulphur, MOP, ammonia and other nitrogen fertilizers, but goods produced with inputs that come from other countries, such as phosphate fertilizers manufactured in Mexico, are at greater risk of being tariffed, depending on how rules of origin outlined in the USMCA are enforced. Phosphate fertilizers produced in Mexico use imported phosphate rock as well as some imported ammonia, while the same products manufactured in Canada, for example, use domestically produced rock. The US fertilizer market is currently barrelling towards the final weeks of the spring application season, where nutrients are put into the ground as crop planting continues. Therefore most fertilizer purchasing for the spring has now taken place. But with the new tariffs applying to the majority of nutrient imports into the US, domestic prices and barge trade activity could accelerate above the norm as the market scurries to secure product before prices move to even more unfavourable levels. By Taylor Zavala, Julia Campbell and Tom Hampson New US import tariffs Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Abu Dhabi's Adnoc raises April sulphur price by $74/t


25/04/03
25/04/03

Abu Dhabi's Adnoc raises April sulphur price by $74/t

London, 3 April (Argus) — Abu Dhabi's state-owned Adnoc has set its April sulphur official selling price (OSP) for the Indian subcontinent at $280/t fob Ruwais, up by a substantial $74/t from its March OSP. This marks the highest level for the UAE's OSP monthly price since July 2022, when June and July OSP levels reached $485/t fob and $425/t fob, before plunging to $85/t fob in August. This follows a steady rise in spot prices from mid-2024, with the pace of rises accelerating over the past two months. Adnoc's April OSP implies a delivered price of $297-298/t cfr India, with the freight cost for a 40,000-45,000t shipment to the east coast of India last assessed at $17-18/t on 27 March. By Maria Mosquera Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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