
Deoiled Rice Bran

Brazil's approval of the UFN III urea project marks a major step toward fertilizer self-sufficiency. Once operational, the plant is expected to reduce import dependence and strengthen Latin America's long-term agricultural supply chain.

The Kiel Institute’s “Chemical-Food Cascade” framework explains how the 2026 Hormuz crisis is moving beyond chemical supply chains and into food inflation. Fertilizer disruption earlier this year may continue affecting corn, wheat, and sugar-based ingredient costs long after chemical logistics begin recovering.

Tropical Storm Arthur’s July 1 Texas landfall is creating short-term supply chain risk for US food manufacturers dependent on Gulf Coast chemical production. Even temporary disruption at Eastman, Celanese, and regional logistics hubs could affect July deliveries of critical food-grade chemicals and processing aids.

Qatar sits at the crossroads of geopolitical uncertainty and commercial strain as US‑Iran talks stall and LNG disruptions persist. Chemical buyers now question whether QatarEnergy can honour investment plans and restore export flows while QAFCO navigates force majeure timelines. The outcome will reshape ammonia, urea, and fertilizer pricing across Asia.

Three large DAP and MAP vessels have successfully transited the Strait of Hormuz, the longest‑held choke point in global fertilizer shipping. This milestone marks the first tangible evidence of a rebound in physical phosphate supplies after years of volatility. Industry analysts now see a clearer path toward balanced fertilizer markets.

The Bürgenstock roadmap and recent Hormuz transit data signal a clear path for QAFCO and SABIC to resume ammonia exports in Q3 2026. While force majeure conditions may lift in July, mine clearance delays could postpone full tanker capacity until August. Agricultural and industrial buyers should prepare for an improved but staggered supply outlook.
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