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We report on selected keynote and commercial presentations from CRU’s 2026 Phosphates+Potash Expoconference.
CRU’s Phosphates+Potash Expoconference was held in Paris in mid-April, with the Iran crisis uppermost in everyone’s mind. Margins are under pressure, sulphur has become a strategic constraint, and the phosphates investment pipeline is thin. CRU Principal Consultant Humphrey Knight examined the fallout from the closure of the Strait of Hormuz, noting that fertilizers have been hit harder than most bulk commodities. A large share of exportable sulphur and traded urea normally originates in, or passes through, Gulf producers. The effective closure of the strait has squeezed the traded part of these markets, where international prices are set, and pushed benchmarks up sharply. The global phosphate market is structurally tight, and the combination of Chinese export policy and Middle East logistics has pushed the traded segment into a much more fragile state.
Copper smelters are under fresh pressure as treatment and refining charges (TC/RCs) fall amid tighter concentrate supply and rising smelter capacity, while record sulphuric acid values reshape smelter revenues.
CRU’s "Energy Shock: Impact on commodity value chains" briefing in London on 14 May is essential for fertiliser, sulphur, nitrogen and syngas professionals seeking practical tools to manage rising cost and supply risk.
CRU’s Alexander Chreky, provides a potash market overview ahead of CRU's Phosphates+Potash Expoconference in Paris in April.
CRU's Arina Syrdybayeva looks at the dynamics of the high growth ammonium sulphate market.
Selected highlights from this year's three-day conference.
Your complete conference guide including technical programme highlights, the full conference agenda, plus exhibition plan and exhibitor profiles.
CRU will convene the 2026 Phosphates+Potash Expoconference in Paris, France, at the Paris Marriott Rive Gauche Hotel, 13–15 April.