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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 -
Puuttuva jakso?
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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