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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Sabic AN approves FID for new urea, ammonia facility
Sabic AN approves FID for new urea, ammonia facility
Amsterdam, 10 September (Argus) — Saudi Arabian fertilizer producer Sabic AN's board has signed off on a final investment decision (FID) for its new 2.6mn t/yr urea facility, with commercial production set for the fourth quarter of 2030. The facility will also include a 1.2mn t/yr ammonia capacity and post-combustion carbon capture unit. Construction is planned to start in the fourth quarter this year, according to a stock exchange filing. The new facility will boost Sabic AN's annual urea capacity by just over half to 7.4mn t from 4.8mn t. The Saudi energy ministry approved the allocation of gas for the project in late March . Sabic AN is the sole supplier of urea in Saudi Arabia, producing and typically loading out of Jubail, but the war in the Middle East has forced the supplier to also load from Yanbu on the west coast. The firm ships most of its produced urea abroad, and Argus estimates exports of 4.1mn-4.2mn t last year. Sabic AN announced plans at the start of March to incorporate the Ibn Al-Baytar plant to its existing portfolio, adding slightly under 500,000 t/yr capacity, and bringing its overall urea capacity to just over 4.8mn t/yr, Argus estimates. There are two major announced urea projects set for completion by 2030 in the Mideast Gulf currently, excluding Iran, with state-owned producer QatarEnergy intending to build a new complex , doubling its urea production capacity to 12.4mn t/yr. The $3.5bn engineering, procurement and construction contract for the new Sabic AN facility has been awarded to Samsung. By Harry Minihan Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Hormuz traffic up to 16 vessels: Windward
Hormuz traffic up to 16 vessels: Windward
New York, 9 September (Argus) — Vessel traffic through the strait of Hormuz rose to 16 transits on Tuesday, largely on the Iranian controlled northern lane, data from maritime security firm Windward shows. Out of 16 vessel transits, ten crossed inbound, six on the Iranian controlled northern lane, and four using the US-assisted southern lane, Windward data shows. Of the six outbound vessels four took the northern lane and two took the southern lane. Vessel traffic was up slightly from 15 transits the day prior but stood around 12pc of pre-war levels. Expanded fighting around the strait at the start of the week is likely to discourage increases in vessel traffic in the near term. The US military on Tuesday carried out strikes that destroyed five Iranian oil tankers in the Mideast Gulf and Gulf of Oman while Iran retaliated with missiles targeting a US base in Jordan. Iran's Islamic Revolutionary Guard Corps claimed it launched ballistic missile attacks against two US Navy destroyers and targeted multiple vessels in and around the strait of Hormuz. The UK Maritime Trade Organization reported two incidents on vessels on Wednesday, one 28 nautical miles (nm) southeast of Al-Faw, Iraq, and one 24 nm off of Port Rashid, UAE. By Charlotte Bawol Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Hormuz traffic down to 3 vessels: Windward
Hormuz traffic down to 3 vessels: Windward
New York, 4 September (Argus) — Vessel traffic through the strait of Hormuz fell to its lowest level in months on Thursday following an uptick in military exchanges between the US and Iran in the first half of the week. Only three vessels crossed the strait on Thursday, with two inbound transits on the Iranian-controlled northern lane and one outbound transit on US-assisted southern lane, according to maritime security firm Windward. That is one-third of the prior day levels and about 2pc of its pre-war baseline of 135 vessels daily. US vice president JD Vance's assertion that 15mn bl of crude made it through the strait of Hormuz on Thursday thanks to US support are not corroborated by vessel traffic data reviewed by Argus . The southern US-assisted transit lane along the coast of Oman remains the highest risk corridor accounting for 21 out of 24 projectile strike incidents reported since 6 July, according to the UK Maritime Trade Organisation's Operation Centre. The US has started to target Iranian government-owned tankers as direct retaliation for Iranian attacks on the tankers Senegal Prosperity and Sidr , according to Windward, confirming that the US struck two empty Iranian tankers as part of their 1 September strikes. By Charlotte Bawol and Delfina Marchese Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Japan backs coal-led decarbonisation in SE Asia
Japan backs coal-led decarbonisation in SE Asia
Tokyo, 4 September (Argus) — Japan is keen to support "realistic" decarbonization efforts in Southeast Asia while continuing to use coal, delegates heard at the 35th Clean Coal Day International Symposium held in Tokyo on 3 September. Japan will accelerate working together with Southeast Asian countries to support the continued use of coal while reducing carbon emissions, including through ammonia co-firing projects in Malaysia, Takahiro Tajiri, director-general for international affairs at the Agency for Natural Resources and Energy under Japan's ministry of economy, trade and industry Meti, said in a speech at the symposium. Japan has achieved a 20pc of ammonia co-firing with coal during trial operations at the 1GW No.4 coal-fired unit at the Hekinan power plant and aims to raise the co-firing rate to 50pc in the future. Japan can leverage this technology to support Malaysia and other countries in the region, according to Tajiri. Maintaining coal use while reducing carbon emissions through co-firing with renewable fuels such as ammonia and biomass is a "realistic" pathway for many countries, including Japan and those in Southeast Asia, Tajiri said. Coal remains affordable and provides a stable source of energy supply, he added. Japan should help Southeast Asian countries balance energy security and decarbonization through coal-related technologies, including ammonia co-firing, Paul Baruya, director of strategy and sustainability at Future Coal Global Alliance, said at the symposium. Coal has proven to be an alternative fuel to natural gas in many Asian countries when the de facto closure of the strait of Hormuz caused a sudden and unexpected disruption to LNG supply , Yoshikazu Kobayashi, chief economist and director for research strategy and energy security at the Institute of Energy Economics, Japan (IEEJ), said in his speech. By Takeshi Maeda Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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