Fertilizer Matters EP36: Urea – India, China and the impact of CBAM
Argus Media10 Des 2025

Fertilizer Matters EP36: Urea – India, China and the impact of CBAM

Hear Argus’ essential analysis of the urea market, focusing on the ramp up in India’s tenders, China’s exports into early 2026, CBAM’s impact on imports into Europe and the overall market outlook for early 2026.

Join Harry Minihan, Global Editor – Nitrogen and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

  • Why did India’s urea tenders increase in comparison to last year?
  • How did India get itself into this position and when could the next tender come?
  • Where is India with its domestic push for increased self-reliance?
  • Will China be exporting more urea in early 2026?
  • Has there been a ramp up of urea imports into Europe ahead of CBAM?
  • What’s the overall urea market direction as we head into 2026?

Episoder(1000)

Fertilizer Matters EP45: Middle East Conflict - Impact on Sulphur & Ammonia Markets

Fertilizer Matters EP45: Middle East Conflict - Impact on Sulphur & Ammonia Markets

Hear Argus’ essential analysis of the impact the Middle East conflict on sulphur and ammonia markets, focusing on production, logistical constraints, price surges across both daily and weekly price as...

1 Apr 32min

Fertilizer Matters EP44: Chinese Ammonia Market

Fertilizer Matters EP44: Chinese Ammonia Market

Hear Argus’ essential analysis of what’s driving China’s ammonia production expansion and exports surge, where this new Chinese supply is coming from, key export destinations, as well as the impact of...

31 Mar 10min

Strait Talk: Crisis in the Gulf

Strait Talk: Crisis in the Gulf

At week 5 of the US-Iran war, disruption in the Strait of Hormuz has removed more than 10 million b/d from global supply and pushed oil markets into extreme volatility. In this special edition update,...

31 Mar 28min

Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

John's LI profile: https://www.linkedin.com/in/john-cordner-538059219/ Jeff's LI profile: https://www.linkedin.com/in/jeff-kralowetz-7823299/  In this Crude Report episode, Argus VP of Business Develo...

30 Mar 16min

Metal Movers: How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets

Metal Movers: How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets

30 Mar 34min

Falando de Mercado: Clima e safra de soja 2025-26

Falando de Mercado: Clima e safra de soja 2025-26

O início de ano foi marcado por tempo chuvoso e as projeções sinalizam recorde na produção de soja em Mato Grosso na temporada 2025-26. Nathalia Giannetti, colaboradora dos relatórios Argus AgriMarket...

25 Mar 8min

Market Talks: 2025–26 Soybean Crop Outlook

Market Talks: 2025–26 Soybean Crop Outlook

The beginning of the year was marked by rainy weather, and projections indicate record soybean production in Mato Grosso for the 2025–26 season. Nathalia Giannetti, contributor to the Argus AgriMarket...

25 Mar 8min

The Crude Report: Crude on War

The Crude Report: Crude on War

The US–Iran war has rattled crude markets, leaving almost a fifth of global supply effectively trapped inside the Mideast Gulf. Europe felt the impact later than Asia‑Pacific, but three weeks into the...

25 Mar 13min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
utbytte
pengesnakk
stormkast-med-valebrokk-stordalen
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
liberal-halvtime
rss-sunn-okonomi
lederpodden
rss-pa-konto
rss-investering-gjort-enkelt
rss-markedspuls-2