Tag: Trade

Corn grower groups are pressing the US Justice Department for an update on its fertilizer market probe.

Fertilizer Latino Americano (FLA) conference report.

The global sulphur market’s bullish momentum from late 2025 has firmly carried over into the New Year, with prices pushing forward across most key regions despite a slow return to spot trading after the holiday break. With spot prices now past their 2022 highs and testing levels not seen since the 2008 peak, affordability has become the market’s central theme. The market remains divergent, with some buyers forced to accept the rally due to tight supply, while others, particularly in China, are showing clear signs of demand destruction.

The Chinese ammonium sulphate industry continues to see rapid growth, with exports rising to record levels, against increasing demand coming from Brazil and India.

Trade body Fertilizers Europe says the EU’s new carbon border adjustment mechanism (CBAM) package “will significantly weaken the mechanism and prevent it from delivering on its promises”.

Europe is likely to become an increasing ammonia importer over the coming years as low global ammonia prices and high European gas prices squeeze producer margins, but CBAM remains a wild card.

The US ended ‘reciprocal tariffs’ on fertilizer imports on 14th November.

CRU's fertilizer team provides their top calls for 2026

Kpler's intelligence on fertilizer shipping and supply chains can be used to optimise operations, mitigate risks, and capitalise on emerging opportunities.

Filipe Gouveia , BIMCO’s shipping analysis manager, looks ahead at the dry bulk market and freight rate prospects for 2026.