{"id":930,"date":"2026-07-21T12:53:05","date_gmt":"2026-07-21T09:53:05","guid":{"rendered":"http:\/\/binfield.ua\/articles\/analityka-hlobalnoho-rynku-za-21-lypnia-2026-r\/"},"modified":"2026-09-10T14:29:13","modified_gmt":"2026-09-10T11:29:13","slug":"analityka-hlobalnoho-rynku-za-21-lypnia-2026-r","status":"publish","type":"articles","link":"https:\/\/binfield.ua\/en\/analitics\/analityka-hlobalnoho-rynku-za-21-lypnia-2026-r\/","title":{"rendered":"GLOBAL MARKET ANALYTICS"},"content":{"rendered":"

Nitrogen fertilizers<\/strong><\/p>\n

The urea market strengthened after a weak start to July. Instead of a seasonal decline, demand picked up.<\/p>\n

Key factors:<\/strong>
\n\u2013 European demand supported urea deals from North Africa.
\n\u2013 In the Middle East, prices rose due to producers\u2019 caution and risks in the Strait of Hormuz.
\n\u2013 Brazil is accepting higher price levels ahead of the buying season.
\n\u2013 China changed its minimum export benchmark, linking it to the average price of the previous week.<\/p>\n

BINFIELD assessment: the nitrogen fertilizer market has strengthened, but there are no prerequisites for a sharp price increase yet. Demand may grow in August, especially in South America and if India returns. At the same time, supplies from China may restrain further price increases.<\/strong><\/i><\/p>\n

Ammonium sulphate \/ AS<\/strong>
\nThe AS market remains a risk zone due to mandatory CIQ inspection for exports from China.<\/p>\n

Key factors:<\/strong>
\n\u2013 The introduction of CIQ inspection may slow down the clearance of export shipments.
\n\u2013 Some producers have not yet completed adapting to the updated procedures.
\n\u2013 There is a risk of delays in shipments from plants and ports.
\n\u2013 Additional logistics and financing costs may increase the final cost of AS.<\/p>\n

Phosphate fertilizers \/ DAP, MAP, TSP<\/strong><\/p>\n

The phosphate fertilizer market is waiting for India to step up purchases. Buyers are pressuring the market, but producers are holding their positions due to high production costs.<\/p>\n

Key factors:<\/strong>
\n\u2013 Importers and suppliers are expecting a large Indian DAP tender.
\n\u2013 Buyers in India and Southeast Asia are resisting high prices.
\n\u2013 Escalation in the Middle East reduces shipping through the Strait of Hormuz and supports raw material and freight costs.
\n\u2013 Problems with phosphate rock exports from Egypt may intensify the search for alternative sources.<\/p>\n

BINFIELD assessment: the phosphate fertilizer market remains under pressure from buyers and high costs. Due to the high cost of sulphur and raw material risks, no sharp decline in DAP and MAP prices is expected.<\/strong><\/i><\/p>\n

Sulfur<\/strong><\/p>\n

The sulphur market<\/strong> is in a lull. Supply is limited, and high prices are forcing buyers to postpone purchases.<\/p>\n

Key factors:<\/strong>
\n\u2013 The high cost of sulphur is causing demand destruction, growing debt burdens and cash flow shortages.
\n\u2013 Some producers are selling sulphur or sulphuric acid instead of finished products to maintain margins.
\n\u2013 Supplies from the Middle East are again complicated by the situation around the Strait of Hormuz.
\n\u2013 In China, domestic prices rose to 9,100-9,300 yuan\/t, and port stocks are low, at about 758 thousand t.
\n\u2013 OCP in Morocco is focusing on TSP instead of DAP, as TSP requires 25% less sulphur.<\/p>\n

BINFIELD assessment: sulphur remains a key cost factor for phosphate fertilizers and potassium sulphate (SOP). Even with weak demand, high raw material costs give no grounds to expect a significant price decline.<\/strong><\/i><\/p>\n

Potash fertilizers \/ MOP, SOP<\/strong><\/p>\n

The potash market remains stable, but the situation differs across segments.<\/p>\n

Key factors:<\/strong>
\n\u2013 Uralkali is shutting down its granulation capacity for maintenance in the third quarter.
\n\u2013 The reduction in granular MOP output may be 30-40%, about 300-400 thousand t.
\n\u2013 In China, MOP stocks rose to 3 million t, the highest since the beginning of 2025.
\n\u2013 SOP is supported by high sulphur costs.<\/p>\n

BINFIELD assessment: the potash market remains resilient. Reduced granular MOP production may support prices, while the SOP market will continue to depend on the cost of sulphur.<\/strong><\/i><\/p>\n

Overall conclusion<\/strong><\/p>\n

The fertilizer market remains uneven. The nitrogen segment is gradually recovering, but price growth is restrained by active supply from China. For phosphate fertilizers, the key factors remain the cost of sulphur and raw materials and Indian demand. The potash market is stable, although reduced granular MOP production may affect the supply-demand balance.<\/p>\n

Attacks on merchant vessels in the Black Sea remain an additional risk for the market. They increase insurance and transport costs and complicate logistics. Even when fertilizers are available, delivery delays, route changes and higher product costs are possible.<\/p>","protected":false},"featured_media":931,"parent":0,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false},"sections-articles":[40],"class_list":["post-930","articles","type-articles","status-publish","has-post-thumbnail","hentry","sections-articles-analitics"],"acf":[],"_links":{"self":[{"href":"https:\/\/binfield.ua\/en\/wp-json\/wp\/v2\/articles\/930","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/binfield.ua\/en\/wp-json\/wp\/v2\/articles"}],"about":[{"href":"https:\/\/binfield.ua\/en\/wp-json\/wp\/v2\/types\/articles"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/binfield.ua\/en\/wp-json\/wp\/v2\/media\/931"}],"wp:attachment":[{"href":"https:\/\/binfield.ua\/en\/wp-json\/wp\/v2\/media?parent=930"}],"wp:term":[{"taxonomy":"sections-articles","embeddable":true,"href":"https:\/\/binfield.ua\/en\/wp-json\/wp\/v2\/sections-articles?post=930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}