Energy and commodity podcasts
Fertilizer Matters EP34: CBAM and Ammonia – are importers and the industry ready?
Analysing what CBAM is and how its set to impact Europe, the industry’s readiness, additional costs importers will face and how Argus incorporate CBAM into ammonia price assessments
Hear Argus’ essential analysis of how CBAM’s implementation in Jan 2026 is set to impact Europe – the world’s biggest ammonia import hub. In this episode, we recap what CBAM is, how we’re incorporating CBAM and the Argus Carbon Intensity Index into our ammonia price assessments, the ammonia industry’s readiness for CBAM and the additional costs importers could face.
Join Ruth Sharpe, Editor – Ammonia and Mike Nash, Senior Editor - Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
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Key questions answered in this podcast:
- What is CBAM – and why is Europe the largest and most important import hub in the global ammonia market?
- How is Argus incorporating CBAM into our cfr NW Europe Ammonia price assessments?
- Is the European Commission’s default CBAM value intentionally high – and will that encourage producers to accurately report their carbon emissions?
- What is the Argus Carbon intensity index, and how is it being factored into Argus ammonia price assessments?
- How could Argus’ price assessments incorporating CBAM work on a hypothetical trade?
- How prepared is the ammonia industry for CBAM implementation in 2026?
- What level of additional costs could be faced by importers bringing ammonia into the EU, following full implementation of CBAM?
- What extra costs could importers of ammonia into the EU face under full CBAM implementation
Related links
- More information: Argus Ammonia price reporting service
- Request a sample report/trial: Argus Ammonia
- More information: Ammonia short and mid to long-term outlook services
- Webinar: Clean and conventional ammonia outlook
- Free sign up: Argus Fertilizer Market Highlights
- Fertilizer Matters podcast series
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