# Nitrogen market braces for CBAM after document leak | World Fertilizer

> A leaked Brussels document gave projected default CBAM charges for 2026. Urea has the lowest carbon cost as a share of its price, while nitrates and some ammonium sulphate origins face much higher charges. The estimated default cost for Egyptian urea, the EU's top supplier, is about €43/t.

- Date: 2025-12-12 · published 2025-12-12T12:00:00.000Z
- Category: policy · region EU · magnitude medium
- Page: https://feedsoft.ai/events/21824-nitrogen-market-braces-for-cbam-after-document-leak-world-fertilizer
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

The leak suggests EU nitrogen imports will shift toward urea and away from nitrates and ammonium sulphate, supporting urea demand and prices relative to other nitrogen products.

## Read by commodity

- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2026-07-16 | [French Government subsidy triggers nitrogen demand spike \| World Fertilizer](https://feedsoft.ai/events/18672-french-government-subsidy-triggers-nitrogen-demand-spike-world-fertilizer.md) | +4.2% | +4.1% |
| UREA | 2026-07-16 | [France's €145M nitrogen fertilizer aid lifts up urea prices by 8% — Fertilizer Daily](https://feedsoft.ai/events/18674-france-s-145m-nitrogen-fertilizer-aid-lifts-up-urea-prices-by-8-fertilizer-daily.md) | +4.2% | +4.1% |
| UREA | 2021-12-02 | [Nitrogen fertilizer shortage expected to drive down yields worldwide \| The Western Producer](https://feedsoft.ai/events/43517-nitrogen-fertilizer-shortage-expected-to-drive-down-yields-worldwide-the.md) | -0.6% | -1.3% |
| UREA | 2026-10-22 | [Brazil fertilizer prices diverge in Q4 as StoneX sees firm nitrogen, stable potash - Fertilizer Daily](https://feedsoft.ai/events/676-brazil-fertilizer-prices-diverge-in-q4-as-stonex-sees-firm-nitrogen-stable.md) | -0.1% | — |
| UREA | 2025-12-05 | [Fertilizer market November/December 2025 market report](https://feedsoft.ai/events/5186-fertilizer-market-november-december-2025-market-report.md) | +0.6% | +10.9% |

## Sources

- worldfertilizer.com: https://www.worldfertilizer.com/nitrogen/12122025/nitrogen-market-braces-for-cbam-after-document-leak/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.