IHS Markit | Fertecon Fertilizer Podcast

The green ammonia sector is developing rapidly, with new projects, initiatives and partnerships announced weekly. But is it too soon for us to talk about price? In this, the latest installment of the IHS Markit Fertilizers Podcast series, Fertecon's principal ammonia analyst, Georgy Eliseev, and IHS Markit consulting director, Marina Simonova, sit down to discuss the potential applications of green and blue ammonia, the hurdles still faced, and whether – without actual trade – it is feasible or advisable to provide a price assessment for green ammonia today. Fertecon Website - for report and analyst inquiries: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss IHS Markit Podcast Library: https://ihsmarkit.com/podcasts/index.html IHS Markit Website: https://ihsmarkit.com/index.html

Coal & Fertilizers Cross-commodities podcast: Australian coal exports feel the heat as political tensions with China rise Tensions between China and Australia are heating up as China said on 6 May that it has “indefinitely annulled communication with Canberra over economic affairs”. As the bilateral ties worsened, the commodities space is feeling the impact of the worsening relations, particularly coal, as China is one of Australia's top export destinations. Tune in to this special cross-commodities podcast as Hui Min Lee, Southeast Asia editor for fertilizers and Mike Cooper, coal markets analyst, assess the impact on the coal and fertilizer markets as China closes the door on a host of Australian exports. The IHS Markit Fertilizer Podcast features analysis and global coverage of the commodity fertilizer industry and is hosted by Fertecon's industry analysts. Subscribe to the podcast to be notified when new episodes release. Fertecon Website - for report and analyst inquiries: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss IHS Markit Podcast Library: https://ihsmarkit.com/podcasts/index.html IHS Markit Website: https://ihsmarkit.com/index.html

Prices of sulphuric acid have seen a roller-coaster ride in the past 12 months. Analysts Hui Min Lee and Yuya Pan delve into the driving forces behind the price movement and analyze the market developments for the longer term. Recorded on 23 April 2021 The IHS Markit Fertilizer Podcast features analysis and global coverage of the commodity fertilizer industry and is hosted by Fertecon's industry analysts. Subscribe to the podcast to be notified when new episodes release. Fertecon Website - for report and analyst inquiries: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss IHS Markit Podcast Library: https://ihsmarkit.com/podcasts/index.html IHS Markit Website: https://ihsmarkit.com/index.html

Senior market analyst Mark Astley and North America market reporter Logan Garcia give a rundown of major developments in the ammonia market in early 2021. Topics include Winter Storm Uri which disrupted US nitrogen production in February and the tight supply fundamentals responsible for rising ammonia prices across the globe. Recorded on 12 March, 2021. The IHS Markit Fertilizer Podcast features analysis and global coverage of the commodity fertilizer industry and is hosted by Fertecon's industry analysts. Subscribe to the podcast to be notified when new episodes release. Fertecon Website - for report and analyst inquiries: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss IHS Markit Podcast Library: https://ihsmarkit.com/podcasts/index.html IHS Markit Website: https://ihsmarkit.com/index.html

Logan Garcia, US Market Reporter for Fertecon at IHS Markit, shares a short update on the US fertilizer market and what's driving prices on major products. Topics regarding the US market include urea, phosphates, potash, urea ammonium nitrate (UAN) and anhydrous ammonia, as well as disruption of recent caused by an extremely unusual weather even in the southern United States. Recorded on 19 February, 2021. The IHS Markit Fertilizer Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. Subscribe to the podcast to be notified when new episodes release. Fertecon Website for report and analyst inquiries: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss IHS Markit Podcast Library: https://ihsmarkit.com/podcasts/index.html IHS Markit Website: https://ihsmarkit.com/index.html

On this edition of Urea Never Sleeps, senior urea analyst Elfi Middelbeek and market reporter Kuganiga Kuganeswaran discuss the latest happenings in the urea market including India's tender activity and domestic stocks and usage statistics over the past year. We also dive deep into production and trade issues at the Lordegan urea plant in Iran in the Project of the Month segment. The IHS Markit-Fertecon Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

Senior urea analyst Elfi Middelbeek and market reporter Kuganiga Kuganeswaran catch up on the impact of the most recent India tender in this edition of Urea Never Sleeps. The Project of the Month segment returns this month as well, focusing on the Dangote project in Nigeria. Recorded on 17 July 2020. The IHS Markit-Fertecon Fertilizer Podcast features analysis and event coverage of the global fertilizer industry and is hosted by IHS Markit's industry analysts. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

Join sulphur analyst Maria Mosquera and Sarah Marlow, Head of Current Information on phosphates, sulphur and sulphuric acid at Fertecon as they provide the July edition of our sulphur and sulphuric acid markets podcast. The IHS Markit-Fertecon Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

The sulphur value chain is closely related to almost all the vital industries that drive economies. No industry is immune to the global pandemic, but the implications of Covid-19 for each industry are different. This podcast shares our views on how covid-19 could potentially impact the short-term sulphur supply and demand outlook. We also discuss how the market has been reacting to this global health crisis so far. Hosted by analysts Yuya Pan and Maria Mosquera, and recorded 6/5/2020. The IHS Markit-Fertecon Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

Nitrogen analysts Elfi Middelbeek and Karl Stenerson discuss short-term expectations on the urea market, the short-term natural gas forecast and we take a closer look at Koch's Enid expansion in project of the month. Recorded 29 May 2020. The IHS Markit-Fertecon Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. The podcast releases episodes following major developments and conferences throughout the year. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

In this edition of Fertecon's podcast series, Mark Astley and Kuganiga Kuganeswaran examine the new season prices introduced for AN in France and CAN in Germany and Benelux and discuss market reaction to the price resets. Recorded 18 May 2020. The IHS Markit-Fertecon Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. The podcast releases episodes following major developments and conferences throughout the year. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

In this edition of Fertecon's podcast series, Principal Analysts Alberto Persona and Neil Griffiths discuss the Q2 Indian phosacid settlement and what it means for margins and DAP demand in India. Recorded 13 May 2020. Topics of conversation include: Q2 India phosacid price concluded outside expectations. Lower phosacid volumes mean total India Q2 spend reduced despite unit price increase. DAP imports remain cheapest form of P imports. Ample supply in place for Q2 but high import margins mean continued healthy DAP demand cannot be ruled out. The IHS Markit-Fertecon Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. The podcast releases episodes following major developments and conferences throughout the year. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

Recorded 28 April 2020. On this edition of Urea Never Sleeps, senior analysts Elfi Middelbeek and Karl Stenerson discuss the state of urea markets in springtime in the US and around the globe. Short and medium term impacts of Covid on the urea market. Update on US spring planting season. Impact of low oil prices and low corn prices on urea markets. Outlook for next India urea import tender. Outlook for 2020 Chinese urea exports. Update on the large scale new urea Dangote urea plant slated to come onstream this year in Nigeria. Key takeaways include Covid-19 not directly impacting the urea market in the short-term as much as other commodity and energy markets. Outlook for urea is bearish but low feedstock prices expected to offset some revenue loss for global urea producers. The IHS Markit-Fertecon Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. The podcast releases episodes following major developments and conferences throughout the year. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

In the latest IHS Markit | Fertecon Fertilizer Podcast, our nitrates analysts Birgit Schulz and Mark Astley sit down virtually to discuss the short and long term impacts of EU anti-dumping duties on the UAN market. Definitive anti-dumping duties were imposed in October 2019 on UAN originating in the United States, Russia and Trinidad & Tobago after provisional duties had been in place for half a year before that. In this podcast, our analysts talk about - the immediate impact of the anti-dumping duties on prices and trade, - the impact on our short-term price forecasts and the forecast balances, and - the view and strategies of companies affected by the anti-dumping duties in the Untied States, Russia and Trinidad & Tobago. The IHS Markit-Fertecon Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. The podcast releases episodes following major developments and conferences throughout the year. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

Fertecon analyst Maria Mosquera discusses the impact of Covid-19 on the sulphur and sulphuric acid world market. The IHS Markit-Fertecon Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. The podcast releases episodes following major developments and conferences throughout the year. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

Today the podcast covers what might happen with the Chinese and Indian MOP import supply contracts in terms of timings for conclusions and prices. Analyst Kuganiga Kuganeswaran and market reporter Daniel Marshall host and explain why the Chinese contract was delayed (e.g. coronavirus) and what we expect will happen next. The IHS Markit | Fertecon Fertilizer Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. The podcast releases episodes following major developments and conferences throughout the year. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: ihsmarkit.com/podcasts/index.html IHS Markit Website: ihsmarkit.com/index.html Fertecon Website: https://agribusiness.ihsmarkit.com/sectors/fertilizers/index.html Podcast RSS Feed: https://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss

Join Fertecon Analysts Elfi Middelbeek and Karl Stenerson as they dissect last week's The Fertilizer Institute (TFI) 2020 Annual Conference. Topics include recent activity and analysis of the US fertilizer market, hot topics from this year's TFI conference, China and India's influence on the international market and more! The IHS Markit | Fertecon Fertilizer Podcast features analysis and event coverage of the global fertilizer industry and is hosted by Fertecon's industry analysts. The podcast releases episodes following major developments and conferences throughout the year. Subscribe to the podcast wherever you get your podcasts to be notified when new episodes release. IHS Markit Podcast Library: https://ihsmarkit.com/podcasts/index.html IHS Markit Website: https://ihsmarkit.com/index.html Fertecon Website: https://agribusinessintelligence.informa.com/products-and-services/data-and-analysis/fertecon Podcast RSS Feed: http://feeds.soundcloud.com/users/soundcloud:users:780883765/sounds.rss