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Iran has shut down seven of its urea and ammonia plants, reportedly over fears they could be Israeli targets, and attacks on Iranian natural gas infrastructure are also keeping output offline. Egypt's nitrogen operations were also brought to a standstill after Israel reduced natural gas flows.
Analysts say this adds to existing uncertainty around Russian and Chinese fertilizer supplies.
Iran was the third-largest urea exporter in 2024 at about 4.5 million tons, and Egypt is also a major exporter, so losing both removes significant supply. This tightens global nitrogen markets and pushes urea prices higher, raising feed-grain production costs.
agri-pulse.comOliver Ward16 de jun. de 2025Após 205 eventos altista de geopolítica passados, Ureia subiu em mediana +0,4% em 5 sessões (53% de alta; metade central de -2,1% a +3,0%), e -0,4% em 20.
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