The global fertilizer market continues to show mixed trends. China's nitrogen fertilizer exports surged in September, Laos is accelerating reforms in its potash industry, and India's fertilizer demand has weakened despite rising urea imports. Meanwhile, phosphate markets face softer demand, while raw material costs and logistics disruptions continue to influence global fertilizer prices. 1. China’s Nitrogen Fertilizer Exports Surge in September China recorded strong export gr

Key Products: Urea, Potash, DAP/MAP/MKP, and Related Phosphates Seven Key Developments to Watch This Week 1. Strait of Hormuz Traffic Declines Again, With Non-Oil Cargo Facing Greater Risks Only three commercial vessels transited the Strait of Hormuz on September 16, down from 12 the previous day. Over the weekend ending September 21, approximately 17 commodity vessels passed through the strait, compared with 37 during the previous weekend. Some vessels may have switched off

Urea and Calcium Ammonium Nitrate (CAN) are both widely used nitrogen fertilizers, but the question is not simply which one is “better” or whether one can directly replace the other. Their real differences lie in: nitrogen concentration, nitrogen form, nutrient availability, response speed, and their sensitivity to temperature, moisture, and application method. So in practical crop nutrition, the better question is not: “Which fertilizer supplies nitrogen more effectively?” b

China Set to Supply Around 1.2 Million MT of Urea to India China is expected to supply approximately 1.2 million MT of urea under India’s latest tender, marking one of the most significant Chinese export flows into the global nitrogen market this year. India’s state-owned Rashtriya Chemicals and Fertilizers (RCF) sought up to 1.7 million MT, with cargoes required to be loaded by September 24. The lowest reported offers were: East Coast India: USD 390.25/MT CFR West Coast Indi

Key Takeaways This week, the global fertilizer market was shaped by three major themes: the rising strategic value of potash, renewed competition in the global urea market, and softer fertilizer flows into Brazil. Potash remains structurally supported by food-security concerns and highly concentrated global supply. Meanwhile, India is diversifying urea sourcing away from the Gulf while lower-priced Chinese cargoes are returning to the market. In Brazil, fertilizer deliveries,

China Fertilizer Trade: Imports Surge, Exports Decline From January to July 2026, China imported 11.02 million tonnes of fertilizers, up 44.7% year on year, while import value rose 70.2% to USD 4.14 billion. In July alone, imports reached 1.40 million tonnes, valued at USD 531 million, with an average CIF price of USD 378.89/tonne. Meanwhile, China’s fertilizer exports during the first seven months declined by nearly 20%, highlighting a significant shift in trade flows. Urea:

Weekly Highlights The global fertilizer market continued to show clear divergence this week: Nitrogen fertilizers: European purchasing demand and policy incentives supported a recovery in urea prices, while ammonium sulfate remained under pressure due to export competition and shifting demand patterns.

China's sulfur prices surpassed RMB 10,000/ton; Global urea prices fell by more than 30%; Brazil's sulfur imports dropped to a 21-year low in May.

Nitrogen Fertilizers: A Lasting Blow to the Supply Landscape. Phosphate Fertilizers: The Sulfur Shortage Exposes a Hidden Supply Chain Crisis.

Global Fertilizer Market Weekly Update (CW11): Middle East Tensions Reshape Raw Material Pricing - Sulfur and Urea Surge, EU Policy Signals Easing, Potash Markets Show Regional Divergence

IFA Releases New Report: Specialty Fertilizer Market Expands Across the Board, Water-Soluble Fertilizers Lead with 12% Growth Recently, the International Fertilizer Association (IFA) released its 2024 Specialty Fertilizer Demand Assessment Report, covering three major categories: stabilized nitrogen fertilizers, water-soluble fertilizers, and controlled-release fertilizers. According to the report, global consumption of these three specialty fertilizer categories reached 18.8