# Traders eye East to West opportunities amid North African supply squeeze

> Nitrogen markets were tightening West of Suez on persistent capacity constraints in Algeria and Egypt, while Asia Pacific remained well supplied after plant restarts. The Tampa ammonia contract for August settled at $487/t cfr, up $70 month-on-month. Some Gulf cargoes were being routed via the Red Sea and the Cape of Good Hope to Europe and North Africa.

- Date: 2025-08-01 · published 2025-08-01T12:00:00.000Z
- Category: market · region Global · magnitude medium
- Page: https://feedsoft.ai/events/23653-traders-eye-east-to-west-opportunities-amid-north-african-supply-squeeze
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

Lost North African output and a higher Tampa settlement push nitrogen fertilizer costs up in the West, which can lift urea prices. Feed buyers face higher input costs for crops and feed grains if the squeeze persists.

## Read by commodity

- UREA: bullish ▲

## Sources

- profercy.com: https://www.profercy.com/insights/traders-eye-east-to-west-opportunities-amid-north-african-supply-squeeze

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