ZMP Fertilizer News-Cockpit

ZMP Cockpit – News Summary

Market Commentary 15.08.2019

Uncertainty about the applicability of certain fertilizer (mixtures) in the spring of 2020 has brought the market to a standstill. The new fertilizer ordinance, which will mainly use urea and phosphates, is unsettling both trade and agriculture. While it has long been speculated that "normal" urea will still be used in blends, the BMLE thwarted the whole thing - even urea in fertilizer mixtures...
  • KAS: heavily reduced urea imports -> more nitrate demand
  • KAS: reasonable price compared to HS with UI
  • Ammonia: first price increases enforced
  • Phosphates: usual premium for Europe disappeared
  • Phosphates: higher demand expected in Q4 from South America
  • Phosphates: Price rally in soy allows higher P-prices
  • Phosphates: price decline stopped due to soil formation
  • Phosphates: strained margin on the producer side
  • KAS: falling urea prices in North Africa
  • KAS: high margins of producers at full production
  • Urea: possible imports of cheap Iranian goods to Europe
  • Urea: falling prices in South America, especially Brazil
  • Hemp: rising production in China
  • Phosphates: falling demand in Europe, especially Germany
  • Phosphates: new, very high production capacity in Morocco
  • Phosphates: big export pressure from China

ZMP Market Analyses

  • May 2022: N fertilizer prices have fallen - price-related decline in consumption

    start May 2022: Nitrogen prices down 30% – permanent? Towards the end of the main fertilizer season, N fertilizer prices are falling across the board worldwide. The international basket price index for granulated urea falls from just under $1,000 per t to below $700/t. KAS is quoted below €700/t at the German import ports....

  • Fertilizer prices are soaring

    Rise in fertilizer prices has not yet completely stopped - level remains high As a result of rising energy prices, with a focus on natural gas, as well as increased grain prices, fertilizer prices have doubled or tripled . Higher transport costs for the heavy load fertilizer and, last but not least, logistical...

  • Fertilizer prices before the peak?

    Have the fertilizer price increases reached their peak? The fertilizer prices, which have risen since the beginning of 2021, have risen sharply again in the last 3 months. The purchase prices for KAS are traded above 620 € / t. Diammon phosphate (DAP) reaches the line of around 800 € / t. Granulated urea is hovering around $...

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