Overview

The ease of urea availability east and west of Suez has shaped the current trade flows of this key nitrogen fertilizer. Despite challenges posed by energy prices and military conflicts, key import markets such as India, Australia, and Latin America remain robust. But structural oversupply and the role of China as a swing exporter have led to price volatility as this fast-moving market seeks equilibrium, more so during seasonally high-demand periods. 
 
Our extensive nitrogen coverage includes prilled and granular urea, UAN, ammonium nitrate, and ammonium sulphate. Argus has many decades of experience covering the nitrogen market and incorporates our multi-commodity market expertise in key areas including ammonia and natural gas to provide the full market narrative.

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Latest nitrogen news

Browse the latest market moving news on the global nitrogen industry.

Latest nitrogen news
13/05/26

Australia secures 90,000t of urea via government scheme

Australia secures 90,000t of urea via government scheme

Sydney, 13 May (Argus) — Australia's federal government has secured 90,000t of urea across three cargoes under its underwriting scheme to support fertilizer imports in response to tight domestic and global supply, it said today. The government is working with fertilizer distributers Incitec Pivot and CSBP to import the 90,000t of urea through Export Finance Australia (EFA), agriculture, fisheries and forestry minister Julie Collins said on 13 May. The timeline for delivery of the cargoes was not disclosed. This is additional to Incitec Pivot's 250,000t of urea from Indonesian state-owned producer Pupuk, scheduled for delivery over May-December. More supply is expected to be announced in the coming days, Collins said. Urea imports fell by 3pc on the year to 572,300t in January-March, according to data from the Australian Bureau of Statistics, owing to dry summer conditions and low soil moisture levels. About 454,000t of urea is currently in transit to Australia for delivery through June, data from vessel-tracking platform Kpler show. The deals aim to protect importers from price volatility. Argus last assessed granular urea at A$1,430-1,440/t ($1,029–1,037/t) free carrier (fca) Geelong on 7 May, up by 72pc from levels before the US-Iran war began. ( see graph ) Australian farmers are preparing for top-dressing applications for the winter crop, but prompt supply is tight because of minimal trade through the strait of Hormuz. But Australian suppliers are concerned about the limited competition associated with these underwritten urea cargoes, market sources told Argus . The government said it is streamlining the Australian Competition and Consumer Commission to improve supply chain efficiency, as announced in the 12 May Federal Budget . By Susannah Cornford Granular urea fca Geelong A$/t Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

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Latest nitrogen news

Bangladesh's BCIC closes multiple tenders to buy urea


12/05/26
Latest nitrogen news
12/05/26

Bangladesh's BCIC closes multiple tenders to buy urea

Amsterdam, 12 May (Argus) — Bangladeshi fertilizer importer and supplier BCIC closed three tenders to buy granular urea today, seeking 100,000t in bulk under one and 50,000t of bagged material each in the other two. The lowest offer for bulk granular urea is understood to be from trading firm Aditya Birla, with 25,000t at $795/t cfr Chittagong/Mongla. The offer equates to $775/t fob Oman, according to a document seen by Argus. There were three offers of 50,000t each from other suppliers, spanning $844.90/t to as high as $1,181/t cfr. Meanwhile, the bagged granular urea tenders saw lowest offers of $839.87/t cfr Chittagong and $841/t cfr Mongla. There was no direct confirmation from tender participants by press time and details are subject to change. Previous tenders for bagged material resulted in either no offers or prices above $1,000/t cfr last month. By Harry Minihan Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Latest nitrogen news

Brazil's Petrobras halts ops at 2 fertilizer units


09/05/26
Latest nitrogen news
09/05/26

Brazil's Petrobras halts ops at 2 fertilizer units

Sao Paulo, 9 May (Argus) — Brazilian state-controlled Petrobras halted fertilizer production at two of its recently-restarted units, the firm told Argus . The Araucaria Nitrogenados (Ansa) unit, in southern Parana state, has been halted since 30 April because of an "incident in the compressor room", Petrobras told Argus . The company said that ammonia sales have continued as usual and the timeframe for the fertilizer resumption "will be disclosed in due course". Ansa's operations had started on the same day after being shut since 2020. Ansa has production capacity of 720,000 metric tonnes (t)/yr of urea, 475,000 t/yr of ammonia, and 450,000 m³/yr of Arla 32, a heavy vehicle emissions-control product also known as AdBlue in Europe and DEF in the US. Operations are also halted at the Fabrica de Fertilizantes Nitrogenados (Fafen) unit, in northeastern Sergipe state, because a lack of power supply that damaged the unit's operational system. The damage will require maintenance and Petrobras expects operations to resume this month. Supplies were uninterrupted thanks to "existing factory inventories", Petrobras said. The company also highlighted that Brazil is in its offseason for urea purchases and that farmers are awaiting developments in the war in the Middle East, meaning domestic demand is reduced. Petrobras did not disclose for how long Fafen has been halted, but said that it was "producing continuously" before the power supply issue. It was operating at 90pc of its maximum capacity in early March, which amounts to 1,800 t/d of urea, Petrobras told Argus at that time. Fafen Sergipe restarted ammonia production on 31 December, marking the resumption of operations, Petrobras' chief executive Magda Chambriard said on social media in early January. The unit can produce up to 650,000 t/yr of urea, 450,000 t/yr of ammonia and 320,000 t/yr of ammonium sulphate. Fafen Bahia Another Fafen unit, in northeastern Bahia state, recently reduced output to enable maintenance in its pumping system, but production has since increased. Petrobras did not disclose the unit's current production rate. Petrobras estimates that the return of Fafen Bahia and Sergipe allowed the company to meet approximately 10pc of Brazil's urea market in the first quarter of 2026. All three units — Fafen Bahia, Fafen Sergipe and Ansa — went through "periods of hibernation", Petrobras said, alluding to the units' long periods of idleness. That led to degradation, the need for investment, and "as expected, required maintenance to improve reliability and operational continuity", Petrobras added. Petrobras halted activities at Ansa in 2020, following previous plans announced in 2017, which consisted of fully exiting non-strategic sectors, including fertilizers. Operations in Fafen Sergipe and Bahia had been idled since March 2024, when both were managed by the Brazilian chemical company Unigel. The decision to resume fertilizer operations is in line with Petrobras' strategic plan and Brazil's government national fertilizer plan, which aims to reduce the country's dependency on imports. Brazil consumed more than 49.1mn t of fertilizer in 2025, of which 88pc was imported, according to national fertilizer distributor's association Anda. By Renata Cardarelli Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Latest nitrogen news

AdvanSix mulls DEF production in Virginia


07/05/26
Latest nitrogen news
07/05/26

AdvanSix mulls DEF production in Virginia

Houston, 7 May (Argus) — US chemical and fertilizer producer AdvanSix is exploring adding diesel exhaust fluid (DEF) production at its facility in Hopewell, Virginia, the company said today. The location of the plant would position the DEF output to serve the US mid-Atlantic and Northeast, a region that is typically dependent on imports to keep the market in balance. AdvanSix has partnered with nitrogen technology company Nextchem for the process design and licensing technology for the proposed expansion. The project will move through detailed engineering and development phases before a final decision on the expansion is made, which is anticipated in the first half of 2027. Upon approval, the plant is anticipated to start up in 2029, AdvanSix said. By Chris Mullins Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

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Spain's Fertiberia to supply PepsiCo low-CO2 fertilizer


07/05/26
Latest nitrogen news
07/05/26

Spain's Fertiberia to supply PepsiCo low-CO2 fertilizer

London, 7 May (Argus) — Spanish fertilizer producer Fertiberia will progressively supply global food and beverage manufacturer PepsiCo with up to 150,000 t/yr of low-carbon nitrate fertilizers by 2030, under a new long-term supply agreement. Fertiberia will supply its renewable ammonia-based fertilizers, known under its Impact Zero brand, to global food and beverage manufacturer PepsiCo over an unspecified time frame. Farmers supplying PepsiCo will then use the fertilizers across approximately 400,000 acres (162,000 hectares) of farmland. Fertiberia has produced 20,000 t/yr of renewable ammonia at its Puertollano plant since 2022. The site has a 20MW electrolyser fed by an integrated 100MW solar photovoltaic plant. Fertiberia also produces 180,000 t/yr of natural-gas based ammonia at Puertollano, and previously indicated plans to add a further 50-180MW of electrolyser capacity — although it is yet to do so. The firm has also announced tentative plans for four further renewable ammonia projects in Spain, all of which have yet to reach final investment decisions. Fertiberia produces around 155,000 t/yr nitric acid at Puertollano. Combined with its ammonia feedstock, this can produce around 280,000 t/yr of ammonium nitrate and calcium ammonium nitrate fertilizers. Fertiberia's Impact Zero range utilises slow-release formulas and biological inhibitors to further enhance agronomic efficiency, reducing the overall greenhouse gas emissions of the finished product by 63pc. The supply agreement with PepsiCo builds on a successful trial in Spain and Portugal, where carbon emissions were cut by up to 20pc across corn farming and up to 15pc across potato farming, Fertiberia and PepsiCo said, without providing a benchmark emission level. The programme will now expand to France, Romania, Serbia, Greece and Turkey, for key crops including potatoes, corn, sunflower, sugar beet and rapeseed. The agreement will bring PepsiCo's share of low-carbon fertilizers used in its European operations up to 50pc by 2030, the company said. PepsiCo also has deals with Norwegian fertilizer company Yara in Europe , US nitrogen producer CF in the US and, most recently, agriculture technology company TalusAg across multiple regions . Similar initiatives have been undertaken by other global food and beverage manufacturers, which have a higher willingness to pay for the use of emissions-reducing fertilizer products in their supply chains than the farmers that are directly applying the product. By Lizzy Lancaster Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

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