Urea
Import tender risk is accelerating in South Asia as prompt coverage is pulled forward.
81 / 100
Fertilizer module
Nitrogen risk deserves its own front page.
Fertilizer is treated as a major product area because LNG feedstock stress and procurement seasonality often become the practical pain point first.
Ammonia
Gas-linked production economics are tightening as LNG replacement values move higher.
73 / 100
DAP / MAP
Phosphate balances are steadier than nitrogen, but shipping costs still pressure CFR import parity.
58 / 100
LNG feedstock
Any prolonged Gulf disruption keeps gas-sensitive nitrogen supply under pressure.
74 / 100
CountryUreaAmmoniaSeasonality
IndiaHigh
86
72
PakistanHigh
78
68
BangladeshHigh
82
70
TürkiyeMedium
61
58
BrazilMedium
74
63
AustraliaLow
44
41
South AfricaMedium
66
60
United StatesLow
39
34