Inside Fertilizer Analytics: Urea, Jul. 2021

The urea market has seen a surge in demand without a corresponding increase in supply. Will the bull run on prices continue?

 

Join Alistair Wallace - Principal, Consulting and Tim Cheyne - VP, Fertilizers as they start with a look at what’s been driving unseasonably strong urea prices, covering a confluence of factors such as high crop prices, lack of new supply, plant maintenance, energy prices and the influence of China. We then focus on the outlook for Indian demand over the remainder of 2021 before pivoting to a review of global supply and projects for the rest of the year and 2022. We then move to the outlook for prices and finish with a review of the hot topic in the market - where urea fits in the move to a zero carbon economy.