*Inventory update*
Levels at 34% capacity.
*Supply tight*
Limited spot availability reported.
*Demand surges*
Importers are seeking 26+ tons.
<img src='https://images.unsplash.com/photo-1465101046530-73398c7f28ca' alt='Demo image' style='max-width:100%;height:auto;border-radius:8px;margin-top:10px;'>
*Inventory update*
Levels at 28% capacity.
<img src='https://images.unsplash.com/photo-1464983953574-0892a716854b' alt='Demo image' style='max-width:100%;height:auto;border-radius:8px;margin-top:10px;'>
*Demand surges*
Importers are seeking 33+ tons.
*Freight steady*
No major changes in rates.
<img src='https://images.unsplash.com/photo-1506744038136-46273834b3fb' alt='Demo image' style='max-width:100%;height:auto;border-radius:8px;margin-top:10px;'>
Dear,
This is Kun from ChinaFert. The Amsul price is still skyrocketing in China. Another good news is that we can provide more formulas for compound fertilizer with fast CIQ time frame and good quality. If you are interested kindly let us know.
Weekly FOB prices
Ammonium Sulfate (Capro grade):FOB $160(Bulk)-Tianjin Port or River Port
Ammonium Sulfate (Mixed grade Granular):FOB $170(Bulk)-Tianjin Port
Ammonium Sulfate (Capro grade Granular):FOB $177(Bulk)-Tianjin Port
Prilled Urea (9.5kg Bag; May Shipment):375FOB
Automotive Urea (9.5kg Bag; May Shipment): 385FOB
NP 8-40:FOB $480 (Bulk; June Shipment)-Fangcheng Port
NP 20-20 : FOB $355 (Bulk; May Shipment)-Tianjin Port or Nanjing Port
NPK13-7-22+2Mgo+Zn+B+DMPP (Nitrate+SOP Based)
Calcium Nitrate Granular: FOB $183(Container/Break Bulk)-Tianjin Port
Upcoming Conference we will attend:
Argus-Asia-Bali,2025 (April 22nd-24th,2025)
IFA-Monaco,2025 (May12th-14th,2025)
Market Analysis and Summary
UREA
As of April 16, 2025, the total inventory of urea enterprises in Longzhong Data was 906,200 tons, an increase of 72,500 tons from last week, a month-on-month increase of 8.7% and a year-on-year increase of 67.66%. The company is undergoing maintenance, with a daily output of 19-19.5 this week, agricultural direct application is idle, compound fertilizer storage is reduced, supply and demand are marginally loose, macro-emotional disturbances return to fundamentals, and futures and spot returns. This week, companies continue to accumulate inventory, and the mainstream delivery area is RMB1730-1850.
Ammonium Sulfate
This week, the price of ammonium sulfate (AMSUL) has seen a continuous increase. The mainstream delivery price for mixed compacted ammonium sulfate from factories in Hebei, Shandong, and Inner Mongolia to Tianjin Port now ranges from 170–173USD FOB. Offers for standard AMSUL have increased around 160-165FOB Tianjin Port; 158-163FOB River Port. As of April 11th, port inventories have reached 1,120,000 metric tons.
Best Regards,
Kun Yang
Vice President Trading
ChinaFert Limited
Phone: +86 189 7348 9277（China）
+1 (916) 870 0559 （USA）
Whatsapp:+86 189 7348 9277
Email: Kunyang@fertlimited.com
4 kt it’s available anytime My price is 465$ FOB Dammitta or Alexandria or Port Said bagged in 1000 kg jumbo bag if loaded in containers, my price excluding THC
LONDON (ICIS)—In Egypt, AlexFert sold 5,000 tonnes of granular urea at 380 FOB for H1 May.
-In the Arab Gulf, 30,000 tonnes of granular urea sold to Oceania at 395 FOB for May.
-In Algeria, 20,000 tonnes of granular urea sold at 383 FOB for end April-May.
-In Indonesia, prilled bid in Pusri’s tender for 5,000 tonnes at 398 FOB for early May.
-In Brunei, don’t know the bid level in the BFI tender today.
Morning. Int'l paper activity focused on AG y'day, as May contracts traded up $15 (in volume) from day prior. In Nola, the premium paid for prompt barges continued – Business transacted $3-$5 higher on the day.
AG
Apr $380//$392
May $382//$395 – traded $378, $383, $385s
Jun $360//$380
Brazil
Apr $370//$382
May $375//$390
Jun $365//$380
Q3 $365//$385
Egypt
Apr $380//$393
May $378//$390
Jun $365//$385
Nola
Phys: Loaded traded $418, Apr $415, LH May $398
May $395//$405 – traded $400
Jun $345//$370
Jul $343//$360 – traded $355
Aug $345//$355
Sep $355//$360
Q4 $345//$355
UAN Nola
May $330//$358
June $330//350
Q3 $327//$360
DAP Nola
May $625//$640
Jun $590//$610
Q3 $585// $610
MAP Brazil
Apr $675//$695
May $675//$700
Jun $690//$700
Jul $690//$705
Aug $685//$705
Morning. Quiet start to week on paper – IPL look set to secure just shy of 890kt, as trade await mkt developments post-India. In Nola, loaded barges traded $416-$420.
AG
Apr $378//$390
May $362//$375
Jun $350//$368
Cfr Brazil
Apr $370//$380
May $372//$380
Jun $362//$375
Aug $365//$375
Sep $365//$380
Egypt
Apr $380//$393
May $365//$376
Jun $360//$370
Nola
Apr $395//$415
May $390//$400
Jun $355//$380
Jul $350//$360
Aug $345//$355
Sep $350//$360
Q4 $345//$355
UAN Nola
Apr $325//$345
May $330//$358
June $330//350
Q2 $330//$355
DAP Nola
Phys: May traded $635
Apr $615//$640
May $620//$635
Jun $590//$610
Q3 $585// $610
MAP Brazil
Apr $670//$685
May $675//$700
Jun $690//$700
Jul $690//$700
Aug $685//$705
𝗪𝗵𝗮𝘁 𝗥𝗶𝘀𝗶𝗻𝗴 𝗙𝗲𝗿𝘁𝗶𝗹𝗶𝘇𝗲𝗿 𝗣𝗿𝗶𝗰𝗲𝘀 𝗠𝗲𝗮𝗻 𝗳𝗼𝗿 𝗣𝗵𝗼𝘀𝗽𝗵𝗮𝘁𝗲 𝗥𝗼𝗰𝗸?
The latest market reports paints a powerful picture of a transforming global fertilizer market. Here’s a snapshot from the data and my analysis:
𝘙𝘪𝘴𝘪𝘯𝘨 𝘍𝘦𝘳𝘵𝘪𝘭𝘪𝘻𝘦𝘳 𝘗𝘳𝘪𝘤𝘦𝘴:
• India’s DAP prices have increased to $674-675/t, up by about $26/t in just one week.
• Brazil’s MAP prices are now trading between $680-695/t, reflecting a rise of approximately $12.5/t.
𝘚𝘵𝘢𝘣𝘭𝘦 𝘙𝘢𝘸 𝘔𝘢𝘵𝘦𝘳𝘪𝘢𝘭 𝘊𝘰𝘴𝘵𝘴:
Despite these gains, phosphoric acid is holding steady at $1,153/t P2O5, maintaining a stable base for production.
𝘗𝘩𝘰𝘴𝘱𝘩𝘢𝘵𝘦 𝘙𝘰𝘤𝘬 𝘔𝘢𝘳𝘬𝘦𝘵 𝘖𝘶𝘵𝘭𝘰𝘰𝘬:
These sharp increases in the finished fertilizer products are creating upward pressure on the underlying phosphate rock market. As supply constraints persist and quality benchmarks become even more crucial, I predict that phosphate rock prices will experience a rebound over the coming quarter. This trend is fueled by robust demand for DAP and MAP, and signals a shift that industry players can’t afford to ignore.
In these dynamic times, adapting our strategies to manage cost structures and supply chain dynamics is more important than ever. The interplay between the finished product pricing and raw material costs offers both challenges and opportunities for growth and sustainability in our market.
supplier thinks this shipment is Koch/qualifert
the reality is sulphur stocks are so low in the south—where many end-users are—that they had to import. stocks are the lowest since March 2021. That explains why several deals were heard concluded there over the past seven days at levels above the last done. It is necessary stockbuilding.
LONDON (ICIS)—In Egypt, MOPCO sold 6,000 tonnes of granular urea at $390/tonne FOB for end of April loading. The producer is sold out for April.
Last business in Egypt was few weeks ago at 390-400 FOB.