アンモニア
概要
アンモニア市場は、急速かつ劇的な変化の時期を迎えています。従来のアンモニア、あるいは「グレー」アンモニアは、ほぼ窒素含有量のみを目的に生産されてきました。しかし、世界経済を脱炭素化し、野心的なゼロ・カーボン目標を達成するという喫緊性により、興味深い新たな機会がもたらされています。
アンモニアは、水素という形でエネルギー・燃料部門に供給される、最もコスト効率が高く実用的な「ゼロ・カーボン」エネルギー・キャリアとなる可能性を秘めています。このため、クリーン・アンモニアへの関心が急速に高まり、新しい「グリーン」「ブルー」アンモニア・プロジェクトが次々と生まれています。
アーガスは、アンモニア市場を数十年にわたってカバーしてきた実績があります。 エネルギー、海洋燃料、ネットゼロへの移行、水素など、マルチコモディティ市場の専門知識を取り入れ、既存の市場参加者や新規参入者に市場の全容をお伝えします。
業界をリードする価格評価、豊富なデータ、本質的な分析、そして確かな見通しにより、お客様の意志決定・業界動向把握を支援します。
- アンモニア価格評価（日次および週次）（その一部はアーガスのアンモニア先物契約の基礎となっています）、アンモニアフォワードカーブデータ、クリーンアンモニアのコスト評価およびモデル化された週次価格
- 従来のアンモニアおよびクリーンアンモニアの価格、需給、取引、プロジェクトに関する短期および中長期の予測、モデル化、分析
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最新ニュース
世界のアンモニア市場に関する最新の市場動向ニュース
Romgaz still open to buy ferts producer Azmoures
Romgaz still open to buy ferts producer Azmoures
London, 14 January (Argus) — Romanian state-owned natural gas company Romgaz remains interested in acquiring fertilizer producer Azomures, but will consider investing in other Romanian fertilizer projects. Romgaz has made an offer for the company and remains "open to an honest and coherent dialogue" concerning an acquisition, the company said today. Azomures said earlier this week that it was mothballing production after negotiations with Romgaz stalled. Azomures has not produced fertilizer since August 2024 , barring small-scale production in the second half of last year . The company, currently owned by Switzerland-based trading firm Ameropa, can produce up to 1.6mn t/yr of NPK and nitrogen fertilizers, and consumes around 1bn m³/yr of gas when operating at full capacity. Around three-quarters of its production is sold on the Romanian domestic market. Romgaz first expressed interest in Azomures in February and an acquisition was presented as the best solution for Romanian farmers. By Aidan Hall Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
CBAM suspension for ferts would be 'surprising': Yara
CBAM suspension for ferts would be 'surprising': Yara
London, 9 January (Argus) — Norwegian fertilizer giant Yara is not expecting a suspension of the European Union's Carbon Border Adjustment Mechanism (CBAM) for fertilizer products, despite recent confusion. The Commission is set to issue further guidance around provisions that could allow for the temporary suspension of the CBAM with retroactive application from 1 January 2026, according to a statement issued on 7 January , which created some confusion as to whether the carbon levy will remain in place. "To remove [CBAM] 7 days after implementing it… would undermine what it was meant to do" Yara said during the firm's Capital Markets Day presentation. Article 27a, included within proposals issued last month, stipulates a temporary suspension could be issued if CBAM causes "severe harm to the Union internal market due to serious and unforeseen circumstances related to the impact on the prices of goods". But the impact to prices of carbon intensive goods has always been expected, Yara pointed out. "It's been crystal clear that the carbon cost will be reflected in the cost of the product. The additional carbon cost is based on the commission's own methodology and default values, so this cannot be a surprise or an emergency, this is exactly what it was supposed to do", Yara chief executive Svein Tore Holsether said. A suspension on the grounds of increased cost would therefore be surprising, he indicated. CBAM has also been designed to coincide with the phasing out of free allowances for domestic industry emitters under the EU's emission trading system (ETS). "Suspending CBAM, while continuing the reduction of EU ETS allowances, will reduce the competitiveness of EU producers," Holsether said. "The intention of CBAM was to... mirror the cost that the European industry has been subject to for a number of years", he added. Yara has built a ‘quota bank' of 6mn EU ETS quotas through its emission efficiency investments which it can use against its own emissions or sell back into the market, equating to a value of around $500mn, according to the firm. Yara also plans to limit its CBAM exposure through investments or supply agreements with low-carbon ammonia production assets outside of Europe, such as the firms proposed partnership with Air Products But a suspension of CBAM would mean "we likely wouldn't have the return required on a US blue [low-carbon] project", Holsether said. Any weakening of CBAM instead "risks opening the door to carbon-intensive imports, eroding Europe's industrial base, and jeopardising food security". CBAM revenues should instead be used to create incentives to help farmers while making emitters pay, Holsether said. The Commission's 7 January statement also proposed a removal of duties on imports of ammonia and urea to help offset some of the additional costs associated with CBAM, and included details on a €48bn package of measures to aid farmers. But critics say the measures are not sufficient to support Europe's agri-food industry with additional costs, particularly while fertilizer prices are already 60pc higher than in 2020. The EU's CBAM took full effect on 1 January, imposing a carbon levy for certain goods imported into the EU. Ammonia and all fertilizers containing nitrogen from countries that are not already subject to the EU emissions trading system (ETS) or a system fully linked to the EU ETS are within scope. By Lizzy Lancaster Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
EU to suspend import tariffs on ammonia, urea
EU to suspend import tariffs on ammonia, urea
London, 7 January (Argus) — The EU is set to suspend standard import tariffs on ammonia and urea, in a move to offset extra costs imposed by the EU's carbon border adjustment mechanism (CBAM). Trade and economic security commissioner Maros Sefcovic said the EU will "swiftly" implement the suspension for the remaining most-favoured nation tariffs, and may include other fertilizers. Urea currently carries a 6.5pc standard tariff rate in the EU, applied to origins such as Russia, Turkmenistan, Azerbaijan and Nigeria. The standard ammonia tariff is 5.5pc, and this applies to Middle Eastern origins as well as the US. Key sources for both products — such as Egypt and Algeria for urea, and Algeria and Trinidad and Tobago for ammonia — are already exempt from tariffs. The change comes after European agriculture ministers, including from France and Italy, raised alarms at a meeting with commissioners today about CBAM's financial impact on farmers. CBAM, which took effect on 1 January, imposes a carbon cost for certain goods imported into the EU, including ammonia and all fertilizers containing nitrogen from countries that are not already subject to the EU emissions trading system (ETS) or a system fully linked to the EU ETS. The EU previously suspended urea and ammonia import tariffs in 2022 for a period of six months. By Aidan Hall and Claudia Wlk Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Petrobras retoma operações da Fafen em Sergipe
Petrobras retoma operações da Fafen em Sergipe
Sao Paulo, 6 January (Argus) — A Petrobras retomou as operações na Fábrica de Fertilizantes Nitrogenados (Fafen) localizada na cidade de Laranjeiras, em Sergipe, encerrando uma paralisação de 21 meses na produção. O anúncio foi feito pela presidente da Petrobras, Magda Chambriard, nas redes sociais e confirmado pelo governo de Sergipe. A Fafen Sergipe retomou a produção de amônia em 31 de dezembro, marcando a retomada das operações. A unidade tem capacidade para produzir até 650.000 toneladas (t)/ano de ureia, 450.000t/ano de amônia e 320.000t/ano de sulfato de amônio (SA). As operações da Fafen Sergipe estavam paralisadas desde março de 2024, quando eram administradas pela empresa química brasileira Unigel, que também gerenciava as operações da Fafen em Camaçari, na Bahia. A Unigel, enfrentando dificuldades financeiras, entrou com pedido de recuperação judicial duas vezes. Por conta disso e em linha com o plano estratégico da Petrobras de investir no setor de fertilizantes, a empresa iniciou o processo de retomada do controle das Fafens em abril de 2025. Em setembro, a Petrobras firmou contrato com a empresa brasileira de manutenção e gestão industrial Engeman para a retomada das operações nas Fafens. Por João Petrini Envie comentários e solicite mais informações em feedback@argusmedia.com Copyright © 2026. Argus Media group . Todos os direitos reservados.
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