# One of Europe's Largest Nitrogen Fertilizer Producers Halts Production Amid High Gas Prices and Weak Demand

> AGF Nitrogen has shut one production line in France and is running another intermittently as European gas prices topped €100/MWh, with the company warning more capacity could close within weeks. Its plants are operating at 80-85% of capacity, and it is replacing domestic ammonia with imports at seaport sites. Farmer fertilizer purchases and industrial ammonia use have fallen sharply.

- Date: 2026-11-05 · published 2026-11-05T09:12:14.404Z
- Category: macro · region Europe · magnitude medium
- Page: https://feedsoft.ai/events/81527-one-of-europe-s-largest-nitrogen-fertilizer-producers-halts-production-amid
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

Lost European nitrogen output tightens regional urea and ammonia supply, supporting fertilizer prices, while high gas costs keep the marginal production cost elevated. Weak farm demand partly offsets the supply cut.

## Read by commodity

- UREA: bullish ▲
- NATGAS: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2021-09-22 | [Nitrogen prices soar as high gas prices shut down production - Farmers Weekly](https://feedsoft.ai/events/45383-nitrogen-prices-soar-as-high-gas-prices-shut-down-production-farmers-weekly.md) | +2.2% | +39.6% |
| UREA | 2022-10-01 | [Most Wholesale Nitrogen Fertilizer Prices Rise in August on Wave of Production Curtailments at European Plants](https://feedsoft.ai/events/39888-most-wholesale-nitrogen-fertilizer-prices-rise-in-august-on-wave-of-production.md) | +2.0% | -12.6% |
| UREA | 2023-07-26 | [The increase in the price of oil led to an increase in the prices of gas and nitrogen fertilizers](https://feedsoft.ai/events/7009-the-increase-in-the-price-of-oil-led-to-an-increase-in-the-prices-of-gas-and.md) | +28.9% | +17.2% |
| UREA | 2022-12-14 | [Nitrogen fertilizer prices at mercy of global issues \| The Western Producer](https://feedsoft.ai/events/38179-nitrogen-fertilizer-prices-at-mercy-of-global-issues-the-western-producer.md) | +0.6% | -12.4% |
| UREA | 2022-08-31 | [European Fertilizer Production Falls Due to High Gas Prices 31.08.2022 - UkrAgroConsult](https://feedsoft.ai/events/40340-european-fertilizer-production-falls-due-to-high-gas-prices-31-08-2022.md) | -6.8% | -5.7% |
| NATGAS | 2021-09-22 | [Nitrogen prices soar as high gas prices shut down production - Farmers Weekly](https://feedsoft.ai/events/45383-nitrogen-prices-soar-as-high-gas-prices-shut-down-production-farmers-weekly.md) | +20.7% | +1.3% |
| NATGAS | 2023-07-26 | [The increase in the price of oil led to an increase in the prices of gas and nitrogen fertilizers](https://feedsoft.ai/events/7009-the-increase-in-the-price-of-oil-led-to-an-increase-in-the-prices-of-gas-and.md) | -6.3% | -4.6% |
| NATGAS | 2022-12-14 | [Nitrogen fertilizer prices at mercy of global issues \| The Western Producer](https://feedsoft.ai/events/38179-nitrogen-fertilizer-prices-at-mercy-of-global-issues-the-western-producer.md) | -25.0% | -49.3% |

## Sources

- ukragroconsult.com: https://ukragroconsult.com/en/news/one-of-europes-largest-nitrogen-fertilizer-producers-halts-production-amid-high-gas-prices-and-weak-demand/

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