Fertilizer Matters EP57: Urea market outlook
Analysis of the short-term urea market outlook, as uncertainty and geopolitical risks continue taking a toll
Hear Argus’ essential analysis of the urea market outlook, covering price volatility, China’s export strategy, India’s demand prospects, Brazil’s imports, Europe’s winter gas crunch and the 2027 forecast.
Does the uncertainty and geopolitical disruption we've seen this year just persist into next year? Where's the upside, where's the downside, and what are the key risks to the forecast?
Join Stephen Mitchell, Consultant and Owen Gooch, Senior Analyst as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
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Complimentary slide download: Urea – what to watch in 2027
Download this complimentary slide providing forecasts for production, capacity additions, fertilizer affordability, energy prices and more
Key questions answered in this podcast:
- Has urea price volatility been impacted more by market sentiment and external shocks, or market fundamentals?
- Decoding China’s export strategy: Quotas, timing, and its effect on global nitrogen trade
- India’s urea demand prospects: Can we expect a tender soon, and how reliant is it on Chinese prilled urea?
- Brazil’s Q4 urea imports: Will deferred demand materialize and who will supply it?
- Europe’s winter gas crunch: Why TTF prices above $20/mn Btu could reshape production economics and lead to plant closures
- 2027 forecast and cost curve pressure: More of the same or will there be even more downside risks?
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