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Fertiglobe CEO Ahmed El-Hoshy said rising construction costs, long equipment lead times, and supply-chain disruptions are delaying final investment decisions on green and low-carbon ammonia projects. Strait of Hormuz-related disruption has also affected equipment deliveries and services, while Fertiglobe’s 1-million-tonne-per-year Project Harvest in Abu Dhabi is progressing.
Delays could defer new low-carbon ammonia capacity, tightening prospective fertilizer supply and lending support to nitrogen fertilizer prices, though the market impact is limited without a wider capacity loss.
tradingview.comNov 8, 2026After 49 past bullish logistics events, Urea moved a median -0.3% over 5 sessions (45% higher; middle half -1.3% to +2.2%), and -0.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
