Market Intelligence
Analysis and commentary from our trade desk — urea, sulphur, phosphates, polymers and freight.
Our desk’s weekly reference sheet for the commodities we trade most.
A larger-than-expected Indian purchase tightened prompt granular availability east of Suez, lifting Middle East FOB indications.
After a strong run driven by phosphate operating rates, Middle East sulphur indications have settled into a narrow range.
Farm-gate economics are limiting how far DAP can rise despite disciplined producer offers.
Softer Handysize availability in the Arabian Gulf is nudging delivered fertilizer economics.
Polyolefin producers are balancing weak downstream demand against firmer feedstock costs.