The market for ammonium nitrate
The Ukraine war and associated tariffs and the EU’s carbon pricing system are keeping ammonium nitrate prices high.
Tag: CBAM
Blue ammonia competing in emerging markets
VK Arora of Kinetics Process Improvements (KPI) compares the delivered-cost competitiveness of blue ammonia from regions including the US Gulf Coast, Western Canada, Atlantic Canada, the Middle East, Indonesia, and Malaysia into Japan, the European Union, and South Korea.
MEPs move to widen CBAM and add fertilizer support
Environment Committee MEPs have backed changes to strengthen the EU’s Carbon Border Adjustment Mechanism (CBAM), voting to extend it to a long list of downstream steel and aluminium products, tighten anti circumvention rules and set up a Temporary Decarbonisation Fund (TDF) for industry.
CRU sharpens debate on CBAM and potash at AFA Cairo
CRU used its presence at the Arab Fertilizer Association’s 32nd Annual International Fertilizer Conference & Exhibition in Cairo to frame two of the meeting’s core debates: the “regulatory tsunami” around CBAM and the evolving economics of global potash supply.
Convert, compete, or close: European ammonia at the crossroads
VK Arora of Kinetics Process Improvements, Inc. (KPI) looks at how – while carbon border taxes may reshape ammonia trade – the economics of hydrogen and electricity will ultimately determine the long-term competitiveness of European production.
Decarbonising phosphate production
Stephen B Harrison of sbh4 consulting outlines the options for decarbonising diammonium phosphate (DAP).
The Buffer zone: Why physical traders matter more than ever in a fractured market
We speak with Ilya Motorygin, Managing Partner and Co-founder of GG Trading DMCC.
EU suspends fertilizer tariffs to offset CBAM costs
The European Commission says it will temporarily suspend most favoured nation (MFN) duties on EU urea and ammonia imports for one year.
EU Executive VP Séjourné advocates ‘Made in Europe' preference for strategic sectors
EU Executive Vice‑President Stéphane Séjourné published an op‑ed calling for tying European public funding to companies that commit a substantial share of production to the EU. The piece, syndicated in several major outlets including Handelsblatt on 2 February 2026, was presented as a call signed by 1,141 European business and union leaders. “Whenever European public […]
Predicting the unpredictable
The start of the new year has shown that 2026 is already proving to be a very eventful one, beginning with the US abduction of Venezuela’s president Nicolas Maduro, which has prompted questions over production at the country’s ailing nitrogen assets, as well as the potential for a future boost to gas supplies to Trinidad. Meanwhile the Iranian government faces its most sustained public challenge since the 1979 revolution, and possible US military intervention, threatening continued exports from the country. In Europe, the future of fertilizers’ inclusion in the Carbon Border Adjustment Mechanism (CBAM) has been thrown into doubt barely a week after the new regulations came into force, as France and Italy pushed for an exemption for crop nutrient imports.