Energy and commodity podcasts
Fertilizer Matters EP50: Southeast Asia’s Phosphate Market
Analysing SE Asia’s phosphate trade flows, focused on the Middle East war, China’s export curbs, supply constraints, DAP prices, affordability, crops & weather
Hear Argus’ essential analysis of what’s driving changing trade flows in Southeast Asia’s phosphate market, focusing on the impact of the Middle East war, China’s export constraints, buyers diversifying supply chains, rising DAP prices, affordability pressures, weak crop prices and potential El Niño implications.
Join Huijun Yao, Editor – Asia Fertilizers and Hui Xuan Lek, Market Reporter – Fertilizers 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:
- To what extent is Southeast Asia reliant on China for phosphate supply?
- How is this reliance reflected in the markets of Thailand, Vietnam, Malaysia and Indonesia?
- What is the impact of China’s export constraints and seasonal supply prioritisation?
- How are Southeast Asian buyers adapting and which alternative suppliers are they turning towards?
- How has Strait of Hormuz disruption impacted raw materials supply (particularly sulphur), DAP supply chains, freight and logistics costs?
- How high have DAP prices reached across Southeast Asia?
- What is the demand outlook ahead of the main application season?
- How influential have fertilizer affordability and weak crop prices been?
- What impact could weather risks – in particular potential El Niño conditions - have on fertilizer demand?
Related links
- Argus Phosphate price reporting service | More info | Request trial
- More information: Phosphate short and mid to long-term outlook services
- Free newsletter sign up: Argus Fertilizer Market Highlights
- Fertilizer Matters podcast series
