Inside Fertilizer Analytics: Phosphates, Mar. 2022

Author Argus

The phosphate market has had to contend with the impact of the Russia-Ukraine conflict and ongoing Chinese export restrictions. Meanwhile, there is growing interest in lithium iron phosphate (LFP) batteries and the opportunities this presents to phosphate rock and phosphoric acid producers.

New DAP Indian capacity and new phosphate rock projects will also impact the market. Claira Lloyd, Phosphate and Phosphate Rock Research Manager and Tim Evans, Phosphate Analyst join Tim Cheyne, VP Fertilizer, to discuss and assess these developments and the market outlook.

Key topics covered by the podcast:

  • The Ukraine crisis and its direct impact on the phosphate rock market (following a special focus published in the latest issue of Phosphate Rock Analytics) and what the evolving situation could mean for the processed phosphate market
  • The on-going Chinese export restrictions and what the evolution of the restrictions since October mean for the current market and beyond
  • Growing interest in lithium iron phosphate (LFP) batteries and potential opportunities for phosphate rock and phosphoric acid producers
  • New projects which have the potential to disrupt the phosphate rock market, with exports to commence from the US
  • How new DAP capacity in India is going to impact the market in the medium term, particularly pricing



Related links



Transcript (to follow)

Related blog posts

09 novembro 2021

Inside Fertilizer Analytics: Processed Phosphates, Nov. 2021

The processed phosphates market has continued its year of surprises and price rallying since our last processed phosphates podcast episode and it’s the imposition of restrictions on Chinese phosphate exports which have spurred on the most recent wave of concerns and pri...

Filter:

Fertilizantes Global Ásia-Pacífico Europa Antiga União Soviética América do Norte Agricultura África América Latina e Caribe Oriente Médio Inglês

02 novembro 2021

Inside Fertilizer Analytics: Sulphur, Nov. 2021

In an environment where energy prices are surging and fertilizer prices are hitting record levels, sulphur is in a intriguing position, intersecting these two markets. What are the prospects for the sulphur market?

Filter:

Fertilizantes Global África Agricultura Ásia-Pacífico Inglês Europa Antiga União Soviética América Latina e Caribe Oriente Médio América do Norte

02 agosto 2021

Inside Fertilizer Analytics: Blue ammonia, Aug. 2021

Low-carbon or blue ammonia has seen growing numbers of projects announced, and is perceived as at least a stepping stone towards a carbon-free ammonia market in the future.

Filter:

Fertilizantes Net zero Inglês Global