Fertilizers
Overview
The fertilizer industry has seen dramatic changes in market dynamics, with challenges posed by policy and regulatory changes, political instability, conflicts and new macroeconomic realities. The drive towards energy transition and ambitious zero-carbon goals has also opened up the industry to new entrants and new opportunities.
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Latest fertilizer news
Browse the latest market moving news on the global fertilizer industry.
New tariffs to exclude Canadian fertilizers
New tariffs to exclude Canadian fertilizers
Houston, 22 July (Argus) — Potash and other fertilizers will be exempt from new import tariffs imposed on Canadian products this week. US president Donald Trump on 20 July signed three new orders under the Section 338 of the Tariff Act of 1930 to add a 50pc import tariff on certain Canadian goods . The new tariff will apply to a range of products, including some goods covered under the US-Mexico-Canada (USMCA) trade agreement. Fertilizer products such as potash, sulfur, and sulfuric acid were not included in the orders' list of tariffed items. The Trump administration said it seeks to revise the USMCA, which was negotiated during Trump's first term. The US Trade Representative's office on 1 July decided against renewing the deal in its current form , meaning the three countries will have to hold annual reviews and seek a consensus on a long-term extension beyond 2036. The new Section 338 tariffs will be applied beginning 19 August, 30 days after its signing. By Benedetta Tommaselli Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Commerce recommends keeping Moroccan phosphate duty
Commerce recommends keeping Moroccan phosphate duty
Houston, 21 July (Argus) — The US Department of Commerce today recommended keeping countervailing duties in place for Moroccan phosphate imports, despite an eight-month suspension of the measure implemented by US president Donald Trump in June. Commerce determined that the revocation of the countervailing duty order on Moroccan phosphate fertilizers would likely lead to the continuation of a countervailable subsidy, according to the preliminary results of its five-year review. Commerce said today that if the duty order were to be revoked, Moroccan producer OCP would likely receive subsidies at a level of 20.04pc from Morocco. This rate represents the original investigation rate of 19.97pc, minus a now-terminated export-tax incentive program but includes new Moroccan subsidy programs found in later administrative reviews. Late last month, Trump temporarily suspended countervailing duties on certain phosphate fertilizer imports from Morocco for eight months or until the order is terminated, citing a "supply emergency" for US farmers. There have been no confirmed sales of Moroccan phosphate to the US since Trump's suspension. With today's recommendation, it is unclear how OCP will move forward with its participation in the US fertilizer market. Commerce found that several Moroccan subsidy programs are still considered active and assumes the subsidies will continue. The 20.04pc subsidy rate reported by Commerce is not considered the new duty rate but is a recommendation for the International Trade Commission to consider. The review, which began in early March , included participation from US fertilizer producers Mosaic and Simplot, the government of Morocco and OCP. The final results of the review are expected to be published around 28 October, 240 days from the start of the review. OCP and Russian fertilizer producers have been subject to countervailing duties on phosphate exports to the US since 2021, after Mosaic filed a petition with authorities alleging the two countries' imports materially injured the US market. Commerce also recommended countervailing duties remain on Russian phosphate fertilizer imports in its five-year review's final results, saying that Russian producers would also continue to receive countervailable subsidies. Commerce's final result rates are 24.11pc for Russian producer EuroChem, 14.64pc for PhosAgro, and 16.64pc for all others, according to the ruling posted on 30 June. Commerce also noted that Russia's review process was expedited because interest from domestic parties Mosaic and Simplot was adequate, while Russia did not respond or participate in proceedings. Many fertilizer traders were not surprised by Russia's lack of participation in its sunset review, but are uncertain of how OCP will proceed after the latest ruling. By Taylor Zavala Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Maire awarded contract for Argentina’s new urea plant
Maire awarded contract for Argentina’s new urea plant
Amsterdam, 20 July (Argus) — Italian engineering firm Maire Tecnimont will handle engineering, procurement and commissioning (EPC) as well as the start-up of Pampa Energia's 2.1mn t/yr granular urea plant in Argentina. The facility is set to be completed in 41 months, according to Maire and Pampa. The plant will operate two urea trains, each with its own granulation unit, at the site in the Bahia Blanca industrial complex in Buenos Aires province. The 2.1mn t/yr plant will have the largest capacity in Latin America, outstripping Profertil's 1.32mn t/yr facility, also located in Bahia Blanca. The new plant has the potential to alter some trade dynamics in the region, with the addition set to boost Latin America's urea capacity by over a third from its existing 6.1mn t/yr. It will also result in Argentina becoming the top producer in the region, surpassing Venezuela's existing — although constrained — capacity. Latin America is, along with south Asia, among the top importing regions globally, typically receiving at least 11mn-12mn t/yr of urea, largely due to demand from Brazil and Argentina. Argentinian urea imports have ranged from 0.8mn-1.5mn t in recent years. Pampa pointed to the "structural deficit" in import terms in the wider region and noted the project's "strong export profile" in a stock exchange filing announcing the final decision to proceed on 17 July. By Harry Minihan Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
OCP, Koch deepen phosphate ties
OCP, Koch deepen phosphate ties
London, 17 July (Argus) — Major Moroccan phosphates producer OCP Nutricrops has reported selling a 50pc stake in one of its production units to US trading firm Koch Ag & Energy Solutions. The agreement will forge a 50:50 operating joint venture over the Jorf fertilizers company 1 (JFC 1) unit in Jorf Lasfar, which has a nameplate capacity of 1.2mn t/yr of phosphate-based fertilizers. OCP says that this will bring the total production capacity under its joint ventures with Koch to 2.5mn t/yr following its sale of a 50pc stake in Jorf Fertilizers III — renamed Kofert — to Koch in March 2022. The product from JFC will be marketed globally, but the agreement comes just weeks after the US suspended countervailing duties on imports of Moroccan phosphates for eight months. This has reopened the door to the US market for OCP. JFC 1 is one of many production facilities which OCP operates at its Jorf Lasfar complex. Argus understands that OCP had broadly been operating at around 50pc of its total capacity over June, largely because of a lack of sulphur. The producer is understood to now have enough sulphur to theoretically run at 100pc capacity over July-August. But since the conflict between Iran and the US has re-escalated, and Kazakh sulphur remains out of the market, maintaining sulphur stocks continues to be a challenge for all producers. By Tom Hampson Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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