Market Intelligence Feed

Rusagro Founder Vadim Moshkovich Detained

Rusagro is one of Russia’s largest food producers:
• Ranks 1st–2nd in sugar production
• 2nd in meat production
• A leading producer of oil and fat products
• Among the top 5 landowners with ~700,000 hectares

2025-04-02 by Admin

Uzbeki tech urea

2025-04-02 by Admin

Morning. Int'l paper remained supported y'day – Apr Egypt traded into the $400s, and May AG low-$380s. In Nola, Loaded barges traded up to $390, Apr phys held low-$380s, while Apr UAN paper traded mid-$320s.

AG
Apr $380//$385
May $380//$387 – traded $382.50
Jun $350//$370

Cfr Brazil
Apr $375//$397
May $380//$390
Jun $355//$370
Aug $365//$380
Sep $365//$385

Egypt
Apr $400//$412 – traded $405
May $390//$405
Jun $360//$380
Q3 365//$395

Nola
Phys: Loaded traded $390- $387. FH April $386,$385. April $382
Apr $377//$395
May $345//$365
Jun $345//$355
Aug $330//$345
Q3 $330//$350

UAN Nola
Apr $322//$330 – traded $325, $326
May $310//$325
Jun $310//$325
Q2 $325//$335

DAP Nola
Phys Apr 1-10 traded $615
Apr $605//$625
May $590//$615
Jun $580//$600

2025-04-02 by Admin

Morning. Higher phys reports in N.Africa/AG saw Int'l paper firm up y'day, although trading activity centred on Brazil paper. Nola values also moved up, albeit to lesser extent – FH Apr barges traded high-$380s, Full April low-$380s.

AG
Apr $380//$390 – traded $380
May $372//$390
Jun $350//$370

Cfr Brazil
Apr $370//$385 – traded $380
May $375//$387 – traded $373, $383, $385
Jun $355//$370
Aug $365//$380 – traded $383
Sep $365//$385

Egypt
Apr $385//$410
May $380//$400
Jun $360//$380
Q3 365//$395

Nola
Phys: Loaded traded $385. FH April $385, $388. April $375, $378, $380, $382
Apr $377//$395
May $345//$365
Jun $340//$355
Aug $330//$345
Q3 $330//$350

UAN Nola
Apr $315//$340
May $305//$325
Jun $290//$315
Q2 $285//$300

DAP Nola
Apr $580//$610
May $582//$600
Jun $575//$600

2025-04-01 by Admin

Fake News ??

2025-04-01 by Admin

LONDON (ICIS)—In Egypt, MOPCO sold two lots of 5,000 tonnes each of granular urea at $390/tonne FOB to different traders, for April loading.

2025-03-31 by Admin

LONDON (ICIS)—Eid Mubarak! In Egypt, NCIC sold 5,000 tonnes of granular urea at 374 FOB and another 6,000 tonnes at 375 FOB, for April shipment.

Gas issues continue, with one producer completely down.

2025-03-31 by Admin

IPL brand seems worthless

2025-03-31 by Admin

Morning. IPL announcement lending support to Urea mkts, as values saw positive moves to the upside latter part of last week. Mkts framed:

AG
Apr $360//$375
May $365//$370
Jun $345//$365

Cfr Brazil
Apr $360//$375
May $360//$375
Jun $350//$365
Aug $360//$370
Sep $360//$370

Egypt
Apr $372//$385
May $362//$380
Jun $355//$375
Q3 365//$395

Nola
Phys: Loaded traded $385. FH May $365
Apr $370//$380
May $345//$367
Jun $332//$355
Aug $330//$345
Q3 $330//$350

UAN Nola
Apr $315//$335
May $300//$325
Jun $290//$315
Q2 $285//$300

DAP Nola
Apr $580//$610
May $582//$600
Jun $575//$600

2025-03-31 by Admin

Gd morning bro

The letter you have fm somo require register branch office in Iraq for the foreign companies enable to participate in sulphur tender , do you have branch office there ?
Also understand the tenders are include crush the sulphur and land transport from plant to the load port umm qaser .. MS SOMO don’t sell FOB .
Anyway if you interested to buy FOB I have a reliable source who have contract already to prepare and bring the cargo to the port free on board the ship …

– FOB price umm qaser usd 198 per ton
– load rate 2000 mt fhex

If you you interested we can develop further and even can arrange for meeting in dubai .

Note : frt indication I gave to you earlier was basis load rate 4k but what I understand now the load rate is only 2k fhexeiu.. means frt will be higher than idea given earlier .

2025-03-30 by Admin

Gd
Iranian producers announced $345/mt officially this week.

2025-03-30 by Admin

global ammonia market is becoming increasingly saturated amid strong run rates at leading export hubs and limited downstream demand, especially from industrial consumers.

With the imminent commercial launch of major new capacity in the US Gulf, suppliers look to have a tough task when it comes to placing volumes, meaning bearish sentiment is the dominant trend.

2025-03-29 by Admin

345 fob for the cargo bound for the US

2025-03-28 by Admin

Hi Philip

Draft at umm qaser 10:50 mt
Hv vsl 38k dwt can do umm qaser mid April onwards.
BSs draft 10.50 m can load 31500 mt
Frt usd 24 main port south china
Frt usd 27 pmt river ports.

Will check smaller ships can do 24k

M/ time pls advise the cargo is group C or group B ? ( assume B )

2025-03-28 by Admin

End March and beg April

2025-03-28 by Admin