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

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Latest fertilizer news
14/08/26

US threatens indefinite blockade on Iran: Update

US threatens indefinite blockade on Iran: Update

Adds details on President Trump's territorial claim to strait of Hormuz Washington, 14 August (Argus) — President Donald Trump is threatening an indefinite naval blockade against Iran — and a US territorial claim on the strait of Hormuz — marking a new approach to pressuring Tehran. The US resumed its naval blockade against Iran a month ago, seeking to ratchet up economic pressure on Tehran following the collapse of a short-lived ceasefire deal. Trump on Wednesday said the US had "total control" over the strait of Hormuz and might "keep it", even as Iran continues attacking passing ships. On Friday, Trump escalated his rhetoric at an event in New York. "After we finish defeating Iran, which is being very badly defeated, pretty soon I'll be declaring the Hormuz strait a territory of the United States," Trump said. Those remarks come as the Trump administration prepares to unveil new economic sanctions against Iran next week, while pledging to maintain a naval blockade against Iran indefinitely. "We can hold it as long as we need to. Indefinitely," US defense secretary Pete Hegseth said Thursday. The growing prospect of indefinite war marks a shift from earlier in the conflict, when Trump kept claiming that a US victory was only weeks away. Trump has been claiming "total control" over the strait of Hormuz, while saying that Iran's ability to threaten vessels will diminish because the country is "totally broke". Iran also claims to have control over vessel traffic through the strait. "The strait of Hormuz is closed. Our control over all movements is complete and decisive," Islamic Revolutionary Guard Corp Navy commander Ali Azami posted on X on Thursday. Iran is using sporadic drone and missile attacks to curtail traffic through the strait. The UAE on Friday said Iran had attacked two vessels affiliated with state-owned oil company Adnoc as they were transiting the strait of Hormuz. Such attacks may be nearly impossible for the US to stop, absent a massive escalation in the war or a ceasefire deal, analysts say. "There's no simple solution to it," Hudson Institute senior fellow Michael Doran said at an event the Washington-based think tank hosted on Thursday. "We have a messy conflict, which is going to be with us for many, many months, and probably years to come." The threat of indefinite war has created a tricky political environment for Republicans heading into the midterm elections on 3 November. On Friday, Trump said consumers currently paying an average of $4/USG for gasoline in the US should remember that that higher price is providing a "great service" for the world. "For you to pay a tiny little bit more for your gasoline, just remember you're doing it so that a very evil country cannot have" a nuclear weapon, Trump said. Trump administration officials say crude exports out of the Mideast Gulf are higher than would appear from available ship tracking data. US energy secretary Chris Wright said pipelines are exporting 6mn b/d, while tankers are exporting 8mn-9mn b/d through the strait of Hormuz. "In round numbers today, 14mn-15mn b/d are leaving the Arabian Gulf region, versus the 20mn b/d pre-conflict," Wright said Thursday in a Fox News interview, referring to the Mideast Gulf. "So we're short 4mn-5mn b/d from this region, but it's much smaller hole than people think it is." By Chris Knight and Charlotte Bawol 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

Sulphuric acid Malawi production resumes for Lotus


13/08/26
Latest fertilizer news
13/08/26

Sulphuric acid Malawi production resumes for Lotus

London, 13 August (Argus) — Sulphuric acid production and uranium processing has resumed at Lotus Resources' Kayelekera uranium mine, the company announced on 12 August. Both the acid plant and processing plant were halted in June "following the disruption of third-party acid supply and a setback in the commissioning of the acid plant, due to the partial failure of refractory bricks within the sulphur furnace". The acid plant has sufficient sulphur inventory onsite and supply visibility for the remainder of 2026, managing director Greg Bittar said. This is a key strategic project for Kayelekera and "will deliver improved acid supply security and significantly reduced reagent costs", he added. The sulphur burner is understood to produce around 73,000 t/yr of sulphuric acid, requiring around 24,000 t/yr of sulphur to operate at full capacity. By Fenella Rhodes Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

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Argentinian Profertil’s urea output rises 16pc in 1H26


12/08/26
Latest fertilizer news
12/08/26

Argentinian Profertil’s urea output rises 16pc in 1H26

Amsterdam, 12 August (Argus) — Argentina's Profertil produced 16pc more urea on the year at 617,000t in January-June, according to 90pc shareholder Adecoagro. The plant produced 340,000t of urea in the second quarter, up from 279,000t a year earlier. Adecoagro used figures on a pro forma basis from last year to compare with the period prior to the acquisition of its controlling stake in the Bahia Blanca plant in mid-December 2025. Adecoagro attributed the increase to a higher number of operational days compared with the first six months of last year, when operations halted for 31 days, the firm said in its earnings statement. The halt was largely because of a flood that affected gas supplies to the facility. Profertil sold 404,000t of urea in the first six months, down from 433,000t a year earlier. Urea revenues hit $250mn in January-June, up by 30pc from $192mn a year earlier, as prices spiked in line with international levels after the start of the Iran war at the end of February and ensuing constriction of shipments from the Middle East. The Profertil plant has 1.3mn t/yr of granular urea capacity and is the only urea facility in the country. But Pampa Energia aims to establish a competing 2.1mn t/yr urea facility in about 40 months, also in Bahia Blanca. By Harry Minihan Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Latest fertilizer news

Pupuk Indonesia closes initial DAP buy round


11/08/26
Latest fertilizer news
11/08/26

Pupuk Indonesia closes initial DAP buy round

Singapore, 11 August (Argus) — State-owned fertilizer group Pupuk Indonesia has closed the initial submission round for its DAP buy tender on 10 August, according to market participants. The company had issued a tender on 7 August to buy 90,000t of light or yellow granular 16-45 and/or 18-46 DAP for shipment in September-November on behalf of four of its subsidiaries. The date for the e-auction round for price submissions has not been announced. Offers must be submitted on a cfr basis, based on the 18-46 DAP. Offers for 16-45 DAP should be converted to the equivalent 18-46 DAP price. Pupuk Sriwidjaja Palembang (PSP) is seeking 30,000t of DAP for delivery to Boom Baru port, through six shipments of 5,000t each in September-December. Petrokimia Gresik (PKG) is seeking one lot of 20,000t DAP for delivery to Gresik port in October. Pupuk Kalimantan Timur (PKT) is seeking 20,000t of DAP for delivery to Bontang port through two 10,000t monthly shipments in October-November. Pupuk Kujang (PKC) is seeking 20,000t of DAP for delivery to Tanjung Priok and/or Cigading port through one 10,000t lot each in September and November. Pupuk Indonesia last awarded its tender seeking 45,000t of DAP on 16 July at $877/t cfr. By Hui Xuan Lek Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Latest fertilizer news

US extends but narrows Jones Act waiver


10/08/26
Latest fertilizer news
10/08/26

US extends but narrows Jones Act waiver

New York, 10 August (Argus) — President Donald Trump's administration said it will continue to waive domestic shipping requirements under the Jones Act for another 90 days, albeit with stronger oversight than the previous waiver. The waiver, first enacted 17 March, will now require the Department of Defense to consult with the US Maritime Administration (MARAD) on the availability of Jones Act vessels prior to an individual shipping voyage before determining whether the waiver can be applied, a White House official told Argus . This marks a shift from the waiver's current iteration, valid through 16 August, that relies on the vessel operator or charterer documenting their reasoning. As of 7 August, MARAD data show that around half of the reasons given for the 212 documented Jones Act waiver voyages simply cite the shipment's coverage under the waiver, while only 19 entries mention Jones Act vessels not being available. The new waiver still covers most products that were covered previously, such as diesel, gasoline, crude, soybean oil and fertilizers, but coal and coal-derived products are no longer allowed, according to the official. US-based shipping groups expressed strong opposition to a waiver extension, particularly under the existing blanket waiver authority used since March. "The government can respond to a genuine emergency without turning an exceptional waiver into a standing invitation for foreign operators to enter routine domestic commerce," former US federal maritime commissioner William Doyle said in an op-ed in the Washington Examiner on 10 August. The Trump administration issued the waiver of the Jones Act — which allowed foreign flagged and owned vessels to carry US-to-US shipments in place of US-flagged, US-owned and US-crewed vessels — on 17 March on national security grounds under section 501a and later extended it by 90 days. But some of the voyages conducted under the waiver have been criticized by the domestic maritime industry as not serving any national security purpose . The waiver was issued to ensure US airfields and military installations are properly supplied with fuel, but has otherwise been highly popular with US refiners. Republican lawmakers urged Trump in July to restore the Jones Act, calling the waiver "a loophole exploited by adversarial countries to erode America's maritime dominance". By Charlotte Bawol Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

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