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Domestic ammonium chloride prices rose sharply, with Henan dry ammonium reaching 680 yuan/tonne, up 60 yuan on the week and a 2026 high. About 4.9 million tonnes/year of soda-ash capacity using the combined-soda process is shut, losing over 100,000 tonnes a week.
Tight ammonium chloride supply and rising by-product prices improve soda-ash producer margins and signal firmer nitrogen-related input costs, though it has little direct effect on feed grain prices.
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