Fertilizer Matters EP55: Market sentiment and outlook after IFA’s Annual conference
Analysis of market sentiment at IFA’s Annual Conference, outlook for 2026, biggest risks to watch out for
Hear Argus’ essential analysis of the mood in the fertilizer industry following IFA’s Annual Conference. You’ll hear on the ground insight on market sentiment, our view of how the second half of the year could develop and the biggest risks to watch out for. This episode focuses on the sulphur, phosphates and NPKs markets.
Join Mike Nash, Senior Editor – Fertilizers, Maria Mosquera, Global Editor – Sulphur Products, Tom Hampson, Global Editor – Phosphates and Elena Mataro, Global Editor – NPKs as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
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Key questions answered in this podcast:
- What’s the mood on the ground?
- What were the key conference themes?
- Sulphur: What were the biggest talking points, and how confident is the market about trade flows through the Strait of Hormuz?
- Phosphates: What’s the market view on India’s phosphoric acid settlement and the US suspension of duties on Moroccan phosphates?
- NPKs: How is the market reacting to stronger buying in India, higher EU tariffs on Russian imports, and falling prices in Brazil?
- How could sulphur, phosphates and NPK markets develop in the second half of the year?
- What is the biggest risk facing sulphur, phosphates and NPKs over the next six months?
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