Recent developments
Supply and trade
Grupa Azoty secured a multi-year agreement with Thoroe Nielsen A/S to supply NPK/NP in Scandinavia from late 2025, and signed a supply agreement with Nutrien for potash through 2027 to support Police and Fosfory output. Brenntag entered an exclusive distribution agreement with Henan Yongchang Nitro Fertilizer for nitric acid and nitrate derivatives across Australia and New Zealand.
Urea and ammonia
Technology and capacity advanced as a new China plant adopts NX STAMI Urea technology with Ultra‑Low Energy design (2,700 t/d), while Dangote plans to triple its urea capacity to 9 Mtpa. OCI’s Beaumont New Ammonia project neared startup alongside an agreement to sell its ammonia distribution business to AGROFERT, and a merger with Orascom Construction.
Low-carbon ammonia
Air Products and Yara are negotiating collaboration on low‑emission ammonia, including the Louisiana Clean Energy Complex and NEOM, with FIDs targeted by mid‑2026. Yara outlined a project portfolio for potential investment in the US, with execution in 2026–2030 to bolster nitrate competitiveness.
Feedstocks and protection
ORLEN started output at the Różańsko natural gas field, adding up to 130 mcm/year, while Corteva and bp launched Etlas, a 50:50 joint venture producing feedstocks for SAF and renewable diesel from 2027. In crop and animal health, BASF and ADAMA signed a strategic co-development and commercialization agreement for Gilboa in European cereals, and the FDA conditionally approved EXZOLT CATTLE‑CA1 for screwworm and tick control.