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

  • Fertilizer prices will rise again in 2022/23

    Fertilizers: 2022/23 will be expensive   The typical seasonal decline in nitrogen prices after the 2022 main fertilizer season was short and weak. Internationally, urea prices briefly fell from over $950 to $600/t. The agricultural purchase prices for KAS fell from over 900 €/t...

  • Falling N Prices - Early Bird Offers

    Nitrogen Prices Drop Globally – How Low? How long? At the end of the main fertilizing season, the N prices usually drop. In order to sell the year-round production at the few main locations worldwide, low-price incentives are created in the months with weak sales in order to bring the heavy-duty fertilizer as quickly as...

  • 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....

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