Argus Fertilizer China Conference

08.00 - 09.00

Morning registration and networking

Exhibition and meeting areas open

Complimentary breakfast available  

 

 

 

09.00 - 10.15

*ADD-ON Argus Fertilizer Fundamentals Workshop

Build practical, working knowledge of fertilizer markets with the Argus Fertilizer Fundamentals Workshop. Available as an add-on with virtual and in-person components. Expect clear explanations of market fundamentals, current market trends and interactive discussions with Argus specialists.

 

What’s included:

*Please note: This is an add-on session and requires an additional fee.

 

Timing	What’s included
09.00 - 09.30	Argus market update and outlook (presentation and Q&A): 2027 forecast and multi-commodity fertilizer update.   This session will include exclusive Argus analysis and data typically available only to Argus subscribers, made accessible to delegates purchasing the Fertilizer Fundamentals Workshop.   Lynn Wang, Senior Consultant — Argus Andrea Valentini, Vice-President Business Development — Argus
09.30 - 09.50	Fertilizer fundamentals 101: Criticalness of micronutrients for plant growth Understanding boron, magnesium and other yield‑critical nutrients Why some micronutrients are becoming critical for agriculture How micronutrients are used in fertilizers What to watch in quality and supply
09.50 - 10.15	Live roundtable workshop led by Argus market specialists (interactive discussion and Q&A).
	Products covered: Sulphur and sulphuric acid — Deon Ngee, Associate Editor — Fertilizers, Argus Potash and SOP/MOP basics — Yohanna Jing, Analyst — Fertilizers, Argus Phosphates and phosphate rock chain — Hui Xuan Lek, Market Reporter — Fertilizers, Argus Urea and ammonia — Dinise Chng, Senior Reporter — Fertilizers, Argus Sustainable and water-soluble fertilizers — Huijun Yao, Editor — Fertilizers, Argus
Online (pre-event)	European fertilizer fundamentals videos available online prior to the conference. ---------------------------------------------------------------------------------------- Products covered: Sustainable fertilizers Sulphur and sulphuric acid Natural gas Ammonia Potash Phosphates Urea

 

 

 

 

 

 

10.15 - 10.20

Producer and chairperson’s opening remarks

Speakers Include:

Shyla Bector

Conference Producer

Argus

Fang Xie

Team Manager – Fertilizers

Argus Media

Market Overview

10.20 - 10.40

Global outlook for 2027: Affordability, demand shifts and where opportunities are emerging

• Where has demand destruction already occurred and which industries will continue to feel the impact?
• How are these shifts reshaping buying behaviour, application rates and product demand?
• How should producers and trading companies respond to a more selective and price‑sensitive market?

10.40 - 11.30

Opening keynote panel: Cross‑fertilizer outlook from China’s key decision‑makers

A China-focused policy and market updates from the country’s key decision-makers from leading state-owned enterprises and fertilizer and raw-material industry associations, to set the tone for a multi-product, policy-led discussion.

• How are food security priorities shaping policy direction across major fertilizer products and raw materials?
• Which policy guidance and market signals are most important for planning cross‑border participation and domestic supply co-ordination?
• As input costs rise, how are producers adapting and where are cost pressures most concentrated?

 

 

 

 

 

 

11.30 - 12.15

Networking and refreshments break

Managing volatility: Logistics, credit and trade risk

12.15 - 12.35

Freight and shipping: China-linked routes, global disruptions and trade risk

• How are Middle East disruptions and rerouted shipping impacting China’s trade routes and global fertilizer freight costs?
• Which key linked corridors and port networks are most exposed?
• How can buyers and sellers manage freight risks and margins across Asia-focused and global trade flows?

12.35 - 13.00

Finance, hedging and risk: Managing volatility in fertilizer markets

• How are market players using hedging tools and benchmarks to manage price risk?
• What roles do insurance and credit solutions play in protecting trade flows?
• Which financial tools are becoming essential in a more volatile market?
• What are banks and lenders’ views on fertilizer exposure, capital and project finance?

13.00 - 14.30

Lunch and networking break

15.30 - 16.00

Afternoon break and free networking

Bulk market deep dives

16.30 - 17.00

Ammonium sulphate: China’s anchor export under upstream pressure

• How are caprolactam run rates tightening ammonium sulphate (amsul) availability and driving price volatility into 2027 contract negotiations?
• Where is demand growth heading —  Brazil, southeast Asia or emerging markets?
• What do buyers expect from Chinese suppliers in a constrained market? 

 

 

 

17.00 - 17.20

Urea under pressure: Where will the next opportunities emerge?

• With tight supply and uncertain policy, how will Asia’s urea balance shift in 2027?
• Where are the best near-term pricing and arbitrage plays as trade flows reroute?
• How could tighter China-linked supply change India’s tenders and intensify southeast Asia’s competition for cargoes?

 

 

 

17.20 - 17.40

Potash in Asia: New flows, specialties and supply security

• As Russia, Belarus and Canada reshape supply, how are sourcing and trade flows shifting across China, India and southeast Asia?
• Where is demand growing for SOP and other specialty potassium products?
• What does supply security look like for China and the wider region over the next cycle?

17.40 - 17.45

Round-up and chairperson’s closing remarks

Join your Argus chairperson for a short review of the main points shared during all discussions on day 1. This is a key opportunity if you have been busy in meetings all morning and want to catch up. 

 

 

 

 

 

 

09.00 - 09.10

Interactive ‘fire-starter’ on 2027 risk map (interactive Slido)

Kick off day 2 with a live, interactive Slido session where delegates shape the 2027 fertilizer risk map, highlighting market pressures, cost shocks and where the next growth opportunities lie.

 

 

 

Agricultural updates and food security focus

09.10 - 09.50

End-user panel: Farmer demand signals, agronomy shifts and buying behaviour

• How are farmers adjusting their application rates and nutrient mixes in response to affordability and crop returns?
• What are agronomists and distributors seeing on the ground in terms of real demand vs expectations?
• What do buyers need from suppliers today?

09.50 - 10.10

Argus outlook: Crops, weather, affordability and the ripple effect of geopolitical shocks on 2027 demand

• How are Middle East disruptions feeding into crop economics and farmer affordability in key regions?
• Where is demand most at risk?
• What should fertilizer players watch now? What will drive or weaken consumption into 2027 and beyond?

 

 

 

Speakers Include:

Julia Zhang

Agricultural Market Analyst Manager

Argus

Sustainable Fertilizers

10.10 - 10.30

Organic and humic fertilizers: China’s domestic momentum

• How is domestic demand driving China’s shift toward organics and humic fertilizers?
• What product shifts are emerging in global trade and where are the new opportunities?
• What does this mean for producers, exporters and buyers across Asia?

10.30 - 11.15

Networking and refreshments break

11.15 - 11.50

Water-solubles and specialties panel: China’s leadership, quality shift and global demand reality

• As a leading producer, how is China upgrading water-soluble fertilizers on quality, standards and crop performance?
• Where is there real export demand for water-solubles and specialties and which markets are driving growth?
• How is this shift impacting China’s domestic market, pricing and product mix across the value chain?

Low-carbon fertilizers and policy

11.50 - 12.05

Grey ammonia market focus: Global trade flows, supply shifts and buyer alternatives

• How are grey ammonia trade flows shifting across key producing and importing regions?
• As buyers look for alternatives, which suppliers and regions stand to benefit most?
• What could changing supply patterns mean for pricing, availability and trading strategies in the global ammonia market?

12.05 - 12.30

Green ammonia outlook: Demand, costs and certification reality

• Where is green ammonia demand emerging in China and internationally, and which end-user segments are moving first?
• How viable are green ammonia production costs today, and what will determine competitiveness over the next few years?
• How are certification, carbon accounting and low-carbon procurement requirements shaping market access and trade flows?

12.30 - 12.50

CBAM and market access: Carbon costs, compliance and evolving trade flows

Practical implications of the EU’s carbon border adjustment mechanism (CBAM) for nitrogen-based fertilizers

• Procurement and sourcing shifts in 2026: How are CBAM cost implications changing fertilizer trade flows? What are the major shifts in sourcing strategies?
• Default values in 2026 vs actuals 2027: How could fertilizer sourcing strategies change again?
• What do we know so far about EU-approved verifiers, how verification will be enforced, and how non-EU producers can prepare?

 

Regional spotlights continued — Africa and South Asia

12.50 - 13.10

Africa-Asia trade corridor: China’s role in unlocking demand

• Where is demand growth across Africa and how are Chinese suppliers positioned?
• Who controls market access and how are routes to market evolving?
• What does Africa mean for Asia’s volumes and margins into 2027?

 

 

 

13.10 - 13.30

South Asia focus: The demand engine shaping global fertilizer trade

• How are India’s tender cycles and subsidy dynamics shaping import demand and global pricing?
• What opportunities exist across South Asia (Pakistan, Bangladesh) for Chinese and regional suppliers?
• How will shifting demand, tender timing and supplier competition impact trade flows into 2027?

 

 

 

13.30 - 13.35

Day 2 round-up and chairperson’s closing remarks

Join your Argus chairperson for a short review of the main points shared during all discussions on day 2. This is a key opportunity if you have been busy in meetings all morning and want to catch up. 

 

 

 

13.30 - 14.30

Networking lunch

15.00

End of conference

Exhibition and meeting areas close.