Fertilizer Matters EP51: North American Fertilizers - To Re-Export or Not Re-Export

About this episode

The episode discusses the factors influencing US traders' decisions to export fertilizers and the implications of market conditions on pricing and policy.

Hear Argus’ essential analysis of what’s driving US traders to export phosphates and urea rather than sell domestically, the impact of they Indian buy tenders on Nola urea prices, US politicians/officials reaction to market conditions and the potential impact of removing CVDs. Join Calder Jett, Editor – North American Fertilizer and Taylor Zavala, Deputy Editor – North American Fertilizer as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: How has the Middle East war impacted the North American fertilizer market? Why have US traders decided they’d rather export phosphates than sell domestically? Are we seeing similar dynamics play out in the urea market? How have Indian urea buy tenders impacted Nola urea prices? How are US politicians and government officials reacting to market conditions faced by farmers? Could removing countervailing duties (CVDs) have a big impact on the phosphate market – and potentially lower the cost of fertilizer in the US? Related links Argus North American Fertilizer price reporting service | More info | Request trial Argus Nitrogen price reporting service | More info |…

People in this episode

Host: Calder Jett

Guest: Taylor Zavala

Topics covered

• North American fertilizer market
• phosphate exports
• urea market dynamics
• Indian buy tenders
• US market conditions
• countervailing duties

Keywords

• fertilizer
• phosphates
• urea
• exports
• market analysis
• CVDs
• Nola prices
• Indian tenders
• US politics

Mentioned in this episode

Organizations: Argus

Places: US, India, Nola

More episodes of Argus Media

• Straits Talk: I toll you this would happen · June 11, 2026 · 25 min
• Fertilizer Matters EP54: Middle East Conflict – Fertilizer Demand Destruction · June 10, 2026 · 39 min
• Oil in Focus - June 9th 2026 · June 9, 2026 · 8 min
• Fertilizer Matters EP53: Middle East Conflict – Impact on Australia’s Phosphate Market · June 8, 2026 · 13 min
• Driving Discussions: US Driving Season and European Gasoline, Naphtha Dynamics · June 5, 2026 · 29 min
• Driving Discussions: Summer 2026 Outlook - War Driven Tightness in U.S. Gasoline Markets · June 4, 2026 · 6 min