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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

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Latest fertilizer 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 fertilizer news

Methanol projects dominate Australia H2 subsidy scheme


13/05/26
Latest fertilizer news
13/05/26

Methanol projects dominate Australia H2 subsidy scheme

Sydney, 13 May (Argus) — The Australian Renewable Energy Agency (Arena) has announced a shortlist of projects for the second round of its Hydrogen Headstart subsidy scheme, with methanol facilities making up four of the seven. The shortlisted projects must submit full applications by early September, Arena said on 13 May, to win part of the A$1bn ($723.7mn) in funding available, which was reduced by A$1bn in last night's federal budget . Arena's selections represent 2,180MW of capacity, compared with the 3,394MW in the first round's shortlist . Four of the projects plan to manufacture methanol, the largest being the Bell Bay Powerfuels project in Tasmania state, which is aiming for first output in 2029 . Perdaman's 750MW Project Helios will connect to the company's 2.3mn t/yr Project Ceres urea plant in the Pilbara region of Western Australia. The firm started constructing its 30MW solar farm in March. Helios is expected to reduce Perdaman's carbon emissions by 43,800t of CO2 equivalent (tCO2e)/yr. Australian low-carbon fuels firm HAMR Energy's Portland Renewable Fuels Project was also on the list. The developer of the 220MW project received South Australia state government backing for a 140mn litres/yr sustainable aviation fuels (SAF) plant in March. Applications for the shortlist opened in October last year and follows consultations last year , after the first round of the scheme failed to award the full A$2bn initially offered, instead awarding the 900,000 t/yr Murchison Green Hydrogen project and the 4,700 t/yr Hunter Valley Hydrogen Hub with A$814mn and A$432mn, respectively, in 2025. Murchison has been shortlisted for its stage 1B, add a further 500MW of subsidised output to the initial stage meaning a total of 1.5GW capacity, while 3GW of electrolysis is ultimately planned for the project. The Headstart production credit pays the manufacturer per unit of production over a 10-year period of operations, to help bridge the gap between cost of making renewable hydrogen and market prices. By Tom Major and Susannah Cornford Hydrogen Headstart round 2 projects Applicant Project Title Electrolyser capacity (MW) State Hydrogen End Use Bell Bay Powerfuels Bell Bay Powerfuels 300 Tasmania Methanol European Energy Australia South East Queensland Power-to-X Project 150 Queensland Methanol HAMR Energy Portland Renewable Fuels Project 220 Victoria Methanol and SAF HIF Asia Pacific HIF Tasmania e-Fuel Facility 140 Tasmania Methanol Murchison Hydrogen Renewables Murchison Green Hydrogen Project Stage 1B 500 Western Australia Ammonia Perdaman Commercial Developments Perdaman Helios (Karratha): Decarbonising Fertilisers 750 Western Australia Urea Summit Hydro Gladstone Green Hydrogen Project 120 Queensland Alumina Source: Arena Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

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India’s IPL secures over 1.3mn t of DAP: update


12/05/26
Latest fertilizer news
12/05/26

India’s IPL secures over 1.3mn t of DAP: update

Adds Aditya Birla to the list of suppliers, bringing the total secured to 1.3465mn t of DAP London, 12 May (Argus) — Indian fertilizer importer and producer IPL has issued letters of intent to 14 suppliers, securing 1.3465mn t of DAP at $930-935/t cfr in a tender that closed on 7 May. Suppliers are to deliver 581,500t of DAP to India's east coast and 765,000t to the west coast. The delivery schedule is not yet available, but IPL had specified shipment from loading ports by 15 August in the tender. The quantity secured is above the 1.2mn t that IPL had sought in the tender. It received offers for 2.325mn t of DAP before asking all suppliers to match the lowest offers submitted at $935/t cfr east coast and $930/t cfr west coast India. The suppliers for the east coast are as follows: Indagro: 40,000t from the US Ameropa: 15,000t from South Korea Samsung: 50,000t, open origin Sun International: 40,000t from the US Maaden: 60,000t from Saudi Arabia Hexagon: 50,000t, open origin Fertistream: 50,000t from Russia Agricommodities: 245,000t, open origin Aditya Birla: 31,500t from Egypt The suppliers for the west coast are as follows: Indagro: 30,000t from Egypt Ameropa: 50,000t from Morocco Agrifields: 45,000t from Jordan VB Venture: 40,000t from Saudi Arabia Sun International: 40,000t from the US Maaden: 110,000t from Saudi Arabia Quest Group: 50,000t from Russia Agricommodities: 190,000t from Saudi Arabia Oasis: 150,000t from Russia Midgulf International: 60,000t, open origin Agricommodities had initially accepted IPL's counterbid prices for up to 600,000t of DAP from Saudi Arabia . But Argus understands that IPL wanted Agricommodities to load all of its cargoes from Red Sea ports, rather than from Ras al-Khair in the Mideast Gulf. IPL had also sought 400,000t of TSP in the tender. Argus understands that IPL has countered Moroccan producer OCP at $710/t cfr for TSP. Talks with OCP for DAP and TSP are reportedly ongoing. By Tom Hampson Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Latest fertilizer news

India’s IPL secures over 1.3mn t of DAP in tender


12/05/26
Latest fertilizer news
12/05/26

India’s IPL secures over 1.3mn t of DAP in tender

London, 12 May (Argus) — Indian fertilizer importer and producer IPL has issued letters of intent securing 1.315mn t of DAP at $930-935/t cfr in a tender that closed on 7 May. Suppliers are to deliver 550,000t of DAP to India's east coast and 765,000t to the west coast. The delivery schedule is not yet available, but IPL had specified shipment from loading ports by 15 August in the tender. The quantity secured is above the 1.2mn t that IPL had sought in the tender. It received offers for 2.325mn t of DAP before asking all suppliers to match the lowest offers submitted at $935/t cfr east coast and $930/t cfr west coast India. The suppliers for the east coast are as follows: Indagro: 40,000t from the US Ameropa: 15,000t from South Korea Samsung: 50,000t, open origin Sun International: 40,000t from the US Maaden: 60,000t from Saudi Arabia Hexagon: 50,000t, open origin Fertistream: 50,000t from Russia Agricommodities: 245,000t, open origin The suppliers for the west coast are as follows: Indagro: 30,000t from Egypt Ameropa: 50,000t from Morocco Agrifields: 45,000t from Jordan VB Venture: 40,000t from Saudi Arabia Sun International: 40,000t from the US Maaden: 110,000t from Saudi Arabia Quest Group: 50,000t from Russia Agricommodities: 190,000t from Saudi Arabia Oasis: 150,000t from Russia Midgulf International: 60,000t, open origin Agricommodities had initially accepted IPL's counterbid prices for up to 600,000t of DAP from Saudi Arabia . But Argus understands that IPL wanted Agricommodities to load all of its cargoes from Red Sea ports, rather than from Ras al-Khair in the Mideast Gulf. IPL had also sought 400,000t of TSP in the tender. Argus understands that IPL has countered Moroccan producer OCP at $710/t cfr for TSP. Talks with OCP for DAP and TSP are reportedly ongoing. By Tom Hampson Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Latest fertilizer news

Brazil's Itaqui port cargo handling falls in April


11/05/26
Latest fertilizer news
11/05/26

Brazil's Itaqui port cargo handling falls in April

Sao Paulo, 11 May (Argus) — Cargo handling in Brazil's Itaqui port, in northeastern Maranhao state, fell for the third consecutive month in April due to lower soybean and liquid bulk volumes. Itaqui handled 2.9mn metric tonnes (t) of cargo in April, a near 12pc drop from 3.3mn t handled in the same month in 2025, according to the port authority. The port handled 9.2pc less soybeans in April than a year prior, with exports totaling 1.8mn t, down from 2mn t in the same month in 2025. The port did not export corn in April, in line with a year earlier. Fertilizer imports reached almost 299,500t in the month, slightly less than the 299,970t in April 2025. Handling of liquid bulk — which includes ethanol, gasoline, diesel and other products — fell by around 24pc to 553,220t from a year earlier. Jan-Apr handling drops Itaqui handled less cargo in the first four months of 2026 than in the same period in 2025, driven by lower soybean exports. Despite the record-high volumes in January , consecutive drops in cargo handling in February , as well as in March and April, resulted in a lower accumulated volume. The port handled 10.1mn t in January-April, down by 0.5pc from the same period in 2025. Soybean exports fell by almost 5pc to 4.4mn t from the same period last year. The port handled 1.2mn t of fertilizers, up by 8.3pc from the 1.1mn t in January-April 2025. Corn shipments increased by 3.8pc to 315,585t in the same period. By Sofia Zizza Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

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