Fertilizer Matters EP47: Middle East Conflict - Impact on Urea & Phosphates Markets
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Hear Argus’ essential analysis of the impact the Middle East conflict on urea and phosphates markets, focusing on production, logistical constraints, price surges across both daily and weekly price assessments, trade flow developments, the potential for permanent changes to supply and trade dynamics, key takeaways and what to watch out for next.
Join Mike Nash, Senior Editor – Fertilizers, Harry Minihan, Global Editor - Nitrogen and Tom Hampson, Global Editor – Phosphates as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
Key questions answered in this podcast:
- Why is the Middle East so important for global urea and phosphates supply?
- Which urea and phosphates production facilities have been affected?
- How has this conflict constrained supply of urea and phosphates?
- How have the markets responded with regard to sentiment, and in particular prices?
- How have the markets reacted to the ceasefire?
- How have Argus daily urea and phosphates price assessments reacted - what are the key price points and how far have they risen?
- How long could it be before the markets start to settle into some sort of normality?
- Could this conflict lead to permanent changes to supply and trade flows?
- What are the key takeaways and what should we watch out for next?
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