In 2025, the total phosphorus fertilizer quota is 3.5 million tons, with 1.5 million tons of monoammonium phosphate and 2 million tons of diammonium phosphate. Last year, 2 million tons of monoammonium and 4.56 million tons of diammonium were exported. The total export decreased by 3.06 million tons, a decrease of 46%.
Anne Sheehy: introduce to China mop and Prilled urea India
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ACCOUNT INDIAN GOVERNMENT INDIA
20,000 BULK MAP – YANTAI &/OR TIANJIN/MBPT – 2,000 X/1,500 X – 1/15 JUNE
As of May 14, 2025, China's total urea inventory was 817.2 thousand tons, 248.4 thousand tons less than last week, a sequential decrease of 23.31%. The inventories of urea enterprises have fallen significantly in this cycle. Recently, due to the continuous fermentation of export news, the enthusiasm for downstream shipment has increased significantly, some domestic downstream industries and agriculture have increased procurement, and some supplies have flowed to the ports, helping the factory stocks gradually decline. Among the provinces where corporate inventories increased: Hebei and Henan. Provinces with reduced enterprise inventory: Anhui, Heilongjiang, Hubei, Jilin, Jiangsu, Jiangxi, Inner Mongolia, Ningxia, Qinghai, Shandong, Shanxi, Shaanxi, Sichuan, Xinjiang, Yunnan.
Kazakhstan’s Urea production projects.
1. Qazesta Fertilizers Ltd. Plant (Mangistau Region)
Project participants: National Company QazaqGaz and Turkish Company ESTA Construction.
Location: Near the port of Kuryk, which provides convenient access to the Caspian Sea for export.
Investments: $1.35 billion.
Capacity: Up to 700 thousand rubles per ton of urea and 42 thousand tons of ammonia per year.
Timeframe: Construction is expected to take 3.5 years.
Jobs: About 3,000 at the development stage and 400 stable after launch.
Goal: Reducing dependence on fertilizer imports and developing the gas chemical industry.
2. KazAzot Project (Mangistau Region)
Company: KazAzot, which has its own gas source.
3. KazMunaiGas and CNPC Project (Aktobe Region)
Participants: KazMunaiGas and the Chinese corporation CNPC.
Location: Based on the Urikhtau gas field.
Goal: Development of the gas chemical industry and reliable cooperation between Kazakhstan and China.
All this urea projects will be commissioning in 2029-2030
Profercy Nitrogen Report
Urea
Ethiopia: Ethiopian Agricultural Business Corporation’s (EABC) tender for a little over 507,000t of granular urea for shipment through to first half August in mostly 50,000t lots saw eight entities submit offers including four offers basis supply ex-China.
These include Aditya Birla Group, ETG, Fertiglobe, Midgulf, Montage Oil, Promising International, Samsung and SLDR.
Offers basis supply from the Middle East ranged from around $390pt fob to the mid-$390s pt fob. However, Fertiglobe offered two lots in the low-$410s pt fob while the earliest laycan sought (end-May) saw an offer at around $430pt fob.
Offers basis supply from Egypt (Adabiya port) were from around $410pt fob to the mid-$410s pt fob. Offers basis supply from China ranged from the mid-$370s pt to the mid-$380s pt fob. A Baltic cargo was offered in the low-$360s pt fob while an Indonesia cargo was offered just under $390pt fob.
As is normal, some of the laycans saw greater interest than others but crucially all of them saw at least one offer submitted. In total, 21 offers were submitted by the eight participants for the 10 different shipment laycans sought in the tender.
Eleven of the offers across the various lots sought were basis shipment from the Middle East with freight broadly put around $30pt. Four offers were submitted basis shipment from China with freight put in the low-$40s pt with another four offers basis shipment from Egypt (Adabiya port) with freight put in the low-$30s pt.
Finally, a single offer each was submitted basis shipment from Kotka (Baltic) with freight put in the mid to high-$70s pt and Indonesia with freight close to $40pt.
By lot:
Only one offer was submitted for the first (25-30 May) of the lots sought in the tender with this by ETG basis Sabic (Saudi Arabia) tonnes. The offer was just above $430pt fob (sight).
The second lot (5-10 June) saw two offers from ETG and Montage Oil with both offering basis the Middle East (Oman and Saudi Arabia, respectively). Both of the offers we
NPK – Africa
Kenya : t17 20-20-0 (check)
26-5-5
Tanzania (tobacco)
18-x-x grade
Zambia/zimbabwe
Tobacco grade
Ghana
27-6-6
T15, 14-18-18 (west Africa)
Angola
12-24-12
Compound D, verify
Cotton/rice
Competition : OCP/phosagro
Top4
Kenya:Mozambique/tanzania (use port names)
Ghana – biiig
Angola – profitable but small, OCP territory
Tanz
MONACO (ICIS)- From yesterday , Egyptian urea procucers have cut production by 20% for the next 20 days.
China source says 2.7-4M tons of P products from June. Can apply for CIQ next week. Takes two weeks
LONDON (ICIS)-In the Arab Gulf, SABIC AN concluded a spot business of 45-50kt of granular urea at $387 FOB for prompt shipment to an open destination. Don’t know buyer.
LONDON (ICIS)—Fertiglobe to acquire the distribution assets of Wengfu Australia Pty Ltd. through an asset sale and purchase agreement, expanding downstream reach and enhancing access to supplying Australian customers.
Phosphate market: the third shipment of Syrian phosphate to Romania
We are very excited to share the latest developments of the phosphate market until the end of the first week of May 2025:
Price stability with hidden pressures
– Indonesia: 26% P2O5 Egyptian dogma crude at a price of ~$75/ton CFR (up from أبريل 71-72 in April) and above$85/ton CFR in 50 kg bags.
– Malaysia: Pakistani crude 29-30% P2O5 at a price of$105-110 / ton CFR for NPK production.
– India: imported 600,000 tons of Egyptian phosphate in the first quarter.
Strategic investments to boost growth
– Egyptian-Chinese partnership: Chuanjinnuo company plans to build a processing plant in Ain Sokhna to reduce dependence on crude and increase exports to India and Bangladesh.
– Jordan-Indonesia cooperation: establishment of a phosphoric acid plant with a capacity of 200,000 tons/year based on Jordanian phosphates.
The return of Syrian exports
– The third shipment to Romania:
– The port of Tartus is preparing to ship 30,000 tons of high-quality Syrian phosphate.
– The product from the Palmyra mines in Homs is high in phosphorus and low in impurities, which enhances the competitiveness of Syrian crude in world markets.
Growing regional demand
– Vietnam: tender for the purchase of 45,000 tons of 27.5% Egyptian P2O5 ore for less than$100 / ton CFR.
– Egypt: exported 1.7 million tons in the first quarter, with the possible impact of rising fuel prices on FOB costs.
Future forecasts
We expect price stability in the next 30-60 days, with monitoring:
Chinese export policies: an official decision on the resumption of DAP/MAP exports has not yet been made.
India's support for fertilizers: any adjustment in support programs may boost domestic demand despite price pressures.
With global food demand expected to increase by 70% by 2050, phosphate ore remains central to food security.
look forward to sharing with you the latest developments in the phosphate soil market until the end of the first week of May 2025 based on the latest regional data:
Price Stability with Hidden Pressures
Phosphate soil prices are stable in different parts of the world, but rising production and logistics costs could make changes in the coming months. Key market indicators:
– Indonesia: 26% P₂O₅ Egyptian soil around $75/ton CFR Indonesian ports – bulk (up from $71–72 in late April) and about $85/ton CFR in 50kg bags
– Malaysia: Pakistani soil 29–30% P₂O₅ at a rate of $105–110/tonne CFR to supply strong NPK production
– India: Importing 600,000 tons of Egyptian soil in the first quarter alone
Compared to finished fertilizers such as DAP/MAP, which are traded today in the major markets of $700–720/tonne CFR, phosphate soil remains an economical option.
Strategic Investments and Acceleration of Growth
– China → Egypt: Plan to establish a processing plant in Ain El Sokhna to reduce dependence on imports and increase exports to India and Bangladesh
– Jordan-Indonesia: Construction of a phosphoric acid production unit of 200,000 tons per year in Indonesia using Jordanian phosphate soil, indicates greater convergence of the regional supply chain
Export Acceleration: Focus on Syria
– The third shipment of phosphate from Syria to Romania:
The port of Tartus is gradually preparing to load a third shipment of Syrian phosphate soil with a tonnage of 30,000 tons.
The harvest extracted from the mines of Palmyra (Homs province) is a sign of Syria's return to the global phosphate trade. Due to its high phosphorus content and low impurities, Syria's phosphate soil has once again attracted the attention of international buyers and is considered an important step in Syria's economic revival and reconstruction of its maritime infrastructure.
Strong regional demand
– Vietnam: Recent tender for 45,000 tons of 27.5% Egyptian P₂O₅ soil at less than $100/ton CFR
– Egypt: 1.7 million tonnes exported in the first quarter; rising fuel prices could put pressure on FOB prices
Vision: Strength with Care
The market is expected to remain stable over the next 30–60 days, but it should be noted that:
– China's export policies: No official announcement on the resumption of DAP/MAP exports yet
– India's licenses and subsidies: The possibility of subsidy upgrades could sustain demand against price pressures
– With food demand projected to grow by 70% by 2050, the role of phosphate soils in global food security is increasingly critical. How are you preparing for future changes?
The global sulfur market is witnessing a significant rise in prices across various regions, driven by increased seasonal demand, tight supplies, and logistical challenges. Here are the most prominent developments by Regions:
🇮🇳 India
Prices increased to 305-299 USD/t CFR with the support of the autumn agricultural season, while the West Coast offers exceeded 300 USD/t. As for the crushed sulfur, it remained constant at 230-220 USD/ton CFR.
🇮🇩 Indonesia
Prices are stable at USD 296-298 / ton CFR, and HPL has acquired two shipments of granulated sulfur weighing 50,000 tons each for the months of May and June. Huayou resumed operations after a halt due to a fatal landslide, tenders were issued for six shipments.
🇸 🇦 🇮 🇷 🇰 🇼 The Middle East
Spot prices jumped to USD 285-280/ton FOB, while contracts for the second quarter closed between USD 222 and 247/ton FOB (up by USD 83 from the first quarter).
إيران Iran: stable at 210-190 USD / ton FOB.
Kuwait🔹: the April price rose to 278 USD/ton FOB (+76 USD for March).
السعودية Saudi Arabia: April exports are expected to decline by 50,000 tons.
🌍 North Africa
Spot prices ranged from 270-225 USD / ton CFR. Only granulated sulfur increased to 270-235 USD/ton CFR. Morocco imported 1.5 million tons between February and April, down from 2.1 million tons for the same period last year. Egypt received Russian shipments below the market price, but the offers reached the middle of 280 USD/ton. Tunisia has seen high prices due to shipping costs.
🌍 Sub-Saharan Africa
Mozambique أسعار: April prices reachedf 309-310 / ton CFR, with new offers at دولار 320.
South Africa: foscor's tender for فو 35,000 tons closed with expected bids above دولار 310/ton.
Tanzania🔹: sell small shipments at prices of 365-360 USD / ton FCA from Dar es Salaam warehouses.
المتوسط Mediterranean basin
FOB prices stabilized at USD 244-238/ton, and CFR at USD 268-260/ton, with offers reaching USD 280-270 due to limited supply.
🇹🇷 Turkey
A shipment of 4,000 tons was loaded this week. The stability of the Turkish lira has not affected the production or the sulfuric acid market.
🌊 The Baltic Sea and the Black Sea
Baltic🔹: spot prices increased to 200-190 dollars/ton FOB, and offers to 210-200 dollars.
🔹 Black Sea: has seen a similar movement with improved delivery times and increasing offers.
Eastern Europe: second quarter contracts closed between دولار 200-190 / ton FOB, compared to دولار 130-110 in the first quarter, mostly of Kazakh origin.
🇧🇷 Brazil
Spot CFR prices have increased to 295-290 USD/t, with key offers of up to 300 USD/T and more. Contracts for the second quarter were concluded at 271-269 USD/t CFR (+83 USD for the first quarter). CMOC has put out a tender for 35,000 tons,while Mosaic is still inactive in the spot market.