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Announcements.  India imports about 50–60% of its technical-grade urea from Dubai and Egypt.  Day 16 of the Hormuz closure: One seller, no buyers for DAP.  India is going to market for urea.  RCF contract: A lot of that urea will not be coming.  India turns to China as Gulf dries up.  PSUs: Moving from attendance to monioring to survelliance of its workforce.  Sulphur remains the quiet danger in an otherwise active fertilizer import line-up.  A small ammonia queue is now carrying a very large strategic burden.  The hidden story in India’s fertiliser bill.  Announcements.  India requests urea imports from China due to gas shortage from war.  Daily forward looking import matrices.  Gas crisis exposes the cracks in India's urea backbone.  The single-unit dilemma: Running sick or not running at all.  The Gas that nobody owns: How India should ration its urea.  Announcements.  Two NFL plants in Punjab halt urea production as GAIL stops supply.  Day 12: The Hormuz crisis and India’s fertilizer sector.  The order that says the quiet part out loud.  

Announcements

Mar 16: 8Fertilizer use in Nanded surges over 45%, but supply gaps still hinder farm growth [krishikosh] Details
8Times Green Energy closes postal ballot voting on bonus issue and auditor appointment proposals [TGEL] Details
8Rallis India seeks shareholder nod via postal ballot to appoint Ashok Hiralal Sharma as independent director [RIL] Details
8Anya Polytech’s internal auditor Rajit Malhotra resigns with immediate effect, company says no management dispute [Anaya] Details
8FACT denies any known trigger behind recent share price movement in response to NSE query [FACT] Details
Details

India imports about 50–60% of its technical-grade urea from Dubai and Egypt

Mar 16: For reference purposes the website carries here the following tenders:
8Tender invited for OSM dense phase ash handling system spares and fly ash silo bag filter bags Details
8Tender for supply of MPNA plug valve Details
8Tender for supply of marine engine oil Details
8Biennial rate contract for shifting decommissioned heat exchangers and cutting tube and shell samples Details
8Hiring of Siemens field service engineer for supervision of ID fan drive turbine overhauling in ammonia plant Details
8Tender for supply of anti-seize thread compound in spray can Details
8Tender for supply of 200 W LED flood light Details
8Supply of SS 304L, 3000 PSI, 3/4" coupling SW Details
8Tender for supply of anti-seize compound Details
8Supply of TE-SX SM 36 and TE-SX SM 43 chisels Details
8Supply of 25 mm x 200 mm flat cold chisel Details
8Tender for supply of leak sealing tape Details
8Tender for supply of numerical relays Details
8Tender for supply of lathe inserts holder Details
8Supply of silica gel breather with oil cup, 8.5 m Details
8Supply of size SW-225 Lovejoy coupling Details
8Procurement of 36 W LED panel lights, 600 x 600 mm, 230 V AC Details
8Supply of three-phase squirrel cage induction motor Details
8Supply of 6-inch slip-on flange, forged steel ASTM A105 grade II Details
8Tender for supply of V-pulley for BF4 blower Details
8Tender for supply of SS 304L seamless pipe Details
8Tender for supply of power and frequency transducers Details
8Supply of 1.5-inch GI pipe, class C, screwed ends without coupling Details
8Tender for insulation works of converter, FHE and IHE in SO2 acid plant Details
8Tender for supply of local operating panel for CO2 compressor Details
8Tender for miscellaneous cleaning and material shifting works in ETP plant Details
8Supply of portable radiation survey meter Details
8Tender for design, fabrication, painting and installation of tensile fabric car and bike parking structure Details
8Supply of automatic voltage regulator Details
8Tender for supply of graphite powder Details
8Supply of box type filter with frame Details
8Tender for shutdown (Apr 2026) related activities in MP and HP nitric acid plant Details
8Supply of 3/4" dia SS 304L sch 40 ERW pipe Details
8Supply of spare for lean solution cooler, 1223 x 1189 x 3 mm thick Details
8Supply of street light fitting with high luminous efficacy Details
8Supply of industrial metallic extension board Details
8Tender for supply of corrosion coupon Details
8Supply of canned motor pump spares Details
8Tender for supply of trailer tractor Details
8Supply of hex bolt MS FT BSW with nut Details
8Supply of DCP hose for fire extinguishers Details
8Lining up of contract for AMC of new motor driven N2 compressor in CGP plant Details
8Supply of bottle reagent plain N/M with I/C stopper cap, 250 ml Details
8Procurement of HT motor (installed BHEL make motor) for ammonia plant Details
8Tender for supply of numerical relay Details
8Tender for supply of gasket sheet Details
8Supply of asbestos graphited non-metallic impregnated gland packing Details
8Supply of numerical relays with energy meter Details
8Supply of pressure transmitter Details
8Tender for service contract for EOT cranes Details
8Supply, installation and commissioning/configuration with CPCB server of IoT data logger for GTG-HRSG Details
8Tender for online leak sealing of steam, hydrocarbon, ammonia, urea, carbamate acid and other liquid and gaseous leakages Details
8Supply of strong base anion (SBA) resin for DM plant Details
8Supply of casing for transfer pump and DT FAT pump spares Details
8Supply of NSGP-E 11 kV VCB surge arrester Details
8Tender for supply of stud with nuts (Q3) Details
8Procurement of auto liquid drain pot (ALD) for mass spectrometer secondary conditioning skid Details
8Supply of cooling coil suitable for 11 TR Blue Star make air-cooled package AC unit Details
8Supply of torch cell, 1.5 volts, big size Details
8Supply of moulded fuse base and carrier – 32A Details
8Tender for procurement of gasket Details
8Procurement of air suction filters, oil sump filters and oil demister separator for LP air compressors Details
8Lining up of contract for supply of unskilled manpower for various labor-oriented miscellaneous jobs Details
8Tender for supply of twist drill Details
8Tender for supply of pump spares Details
8Tender for supply of multifunction printer Details
8Tender for supply of cation vessel Details
8Supply of Silastic 732 RTV sealant in 100 ml pack Details
8SITC of CCTV cameras at weighbridge Details
8Supply of BFW pump journal bearing, suction end Details
8Supply of mechanical system for PSA unit Details
8Supply of Diphoterine eye wash Details
8Supply of heavy duty 75 kW variable frequency drive (VFD) panel suitable for 75 kW motor Details
8Non-comprehensive AMC including services of OEM Yokogawa engineer Details
8Supply of motherboard for Scion GC Details
8Procurement of expansion bellow for PAC suction line Details
You can also click on Tenders for more
For reference purposes the website carries here the following Newsclips (These are public domain newsclips and the website is not responsible for their content):
8As West Asia conflict deepens, India leads BRICS talks while securing fertiliser supply Details
8MLC calls for boost to organic farming Details
8Scheme to reduce chemical fertiliser use remains a ‘non-starter’; no incentives released to states yet Details
8Govt steps up building fertiliser buffer, turns to spot buying Details
8Diesel transport faces risk if urea supply disrupted: auto industry Details
8Telangana warns of urea shortage before kharif season Details
8Global fertiliser price at four-year high, may affect Bangladesh farming Details
8Southeast Asian granular urea sold at around $710/t FOB Details
8US ag secretary seeking ways to curb fertilizer costs Details
8Use West Asia crisis to push fertiliser reforms in India: ICRIER paper Details
8War threatens food supplies in Asia as fertilizer prices soar Details
8Parliamentary panel seeks allocation of realistic fertiliser subsidy fund at budget estimate stage Details
8DCM Shriram approves Rs 217 crore renewable energy expansion Details
8Balaji Amines halts plants due to ammonia shortage from Middle East war Details
8DCM Shriram secures $90 million from IFC via sustainability-linked NCDs Details
8Agrinnovate India Ltd. presents Rs 3.40 crore dividend to Union Minister Shivraj Singh Chouhan for FY 2024–25 Details
8India could face sulphur shortage if Gulf supply disruptions continue; fertiliser sector on alert Details
8Organic fertilizers market: Europe holds 40.9% share as global demand accelerates to USD 18.65 billion by 2031, reports Mordor Intelligence Details
8India fertilizer trade concern: NFL raises dealer security deposits; dealers draw strong opposition Details
8India asks China for urea as war-induced gas crunch hits plants Details
8Report says agroecological homestead farming boosts incomes and nutrition for tribal women in central India Details
8India imports about 50–60% of its technical-grade urea from Dubai and Egypt Details
8‘More than adequate stocks’: government assures no fertiliser shortage amid Middle East crisis Details
8India fast-tracks fertiliser imports to cushion kharif season from West Asia supply shock Details
8Fertiliser supplies may turn tight by May Details
8India moves to buy spot LNG cargoes to safeguard fertiliser supply Details
8From Hormuz to Dalal Street: how Middle East tensions are reshaping risk for India Details
8The Iran war threat for India’s agriculture Details
8Amit Shah inaugurates NDDB and OMFED projects in Odisha Details
8IFFCO: Sanghani, Tomar emphasize ‘Sahkar se Samriddhi’ at Morena Details
8Gulf war exposes India’s fertiliser vulnerability, making reform an urgent national priority Details
8India’s urea imports from China hit three-year high; Russian supplies also surge Details
8Haryana model ensures fertiliser reaches the right farmer in the right quantity Details
8Fertilizer stock increase: 26 percent more fertilizer stock this year than last year Details
8Dilip Sanghani on gas shortage: kitchens first, relief only after Middle East tensions ease Details
You can also click on Newsclips for more Details

Day 16 of the Hormuz closure: One seller, no buyers for DAP

Mar 15: 8The global DAP market has narrowed to a single active voice
Click on Details for more.
Details

India is going to market for urea

Mar 15: 8Is anybody selling?
Click on Details for more
Details

RCF contract: A lot of that urea will not be coming

Mar 15: 8RCF has contracted for 1.3 million tonnes of DAP
8Of this, how much is from the Gulf and is that quantity not going to be delivered
Click on Details for more
Details

India turns to China as Gulf dries up

Mar 15: 8Will the Chinese gates be opened?
8Find out what sources are saying
Click on Details for more
Details

PSUs: Moving from attendance to monioring to survelliance of its workforce

Mar 13: From attendance to surveillance: a new HR line is emerging
8What begins as a replacement for biometric attendance could quickly evolve into a far more intrusive system of daily employee tracking.
8The safety argument may be only the most presentable part of the story. Details

Sulphur remains the quiet danger in an otherwise active fertilizer import line-up

Mar 13: 8The broader fertilizer incoming shipping list looks busy, but sulphur exposure still matters disproportionately.
8A disruption there can travel quickly into the phosphatic chain even when other cargoes keep moving.

Click on Details for more. Details

A small ammonia queue is now carrying a very large strategic burden

Mar 13: 8India’s ammonia line-up has not disappeared. That is precisely the problem.
Click on Details for more Details

The hidden story in India’s fertiliser bill

Mar 13: 8The shrinking space for smarter farm spending
Click on Details for more Details

Announcements

Mar 13: 8HURL floats tender to procure 3,000 kg sodium metabisulphite for Gorakhpur ETP [HURL] Details
8Bayer CropScience shuts trading window from April 1 ahead of FY26 results [Bayer] Details
8FACT says it knows no trigger behind recent share price movement [FACT] Details
8GNFC gets independent ESG rating of 52, informs exchanges [GNFC] Details
Details

India requests urea imports from China due to gas shortage from war

Mar 13: For reference purposes the website carries here the following tenders:
8Tender for yard concrete work at ammonia complex Details
8Hiring of M/s Siemens Energy service engineer for supervision during inspection and overhauling of start-up H2 recycle compressor Details
8Tender for TPI services for quality assurance fabrication and erection of associated pipelines for RLNG preheater Details 
8Tender for Procurement of Imported Steam Coal Details 
8Tender for procurement of natural gas Details
8Annual service contract for KPCL compressor in urea and bagging plant Details
8Tender for supply of UPVC pipe ASTM D 1785, 3/4" size Details
8Tender for supply of PVC pipe with 1 1/2" outer diameter Details
8Supply of narrow-necked boiling flasks for laboratory use Details
8Tender for supply of laboratory graduated cylinders Details
8Tender for supply of sodium tripolyphosphate Details
8Tender for supply of gas sampling tubes with stopcocks Details
8Tender for supply of cylindrical fuses Details
8Tender for supply of back pull-out assembly P-304 Details
8Tender for supply of complete trip solenoid valve Details
8Supply of rubber expansion joint with flange-to-flange distance of 200 mm with MS split retainer rings Details
8Tender for supply of glass beaker Details
8Supply of gear box for conveyor belt system Details
8Tender for supply of immersion heater with control panel-II Details
8Tender for supply of IML labels for VAP Details
8Supply of periphery liners for bowl mill exhauster Details
8Supply of non-metallic compressed asbestos fibre graphited jointing sheet Details
8Tender for supply of gate valve Details
8Tender for supply of decade megaohm resistance box Details
8Tender for supply of zinc oxide Details
8Supply of spare parts for neem oil solution spray pump Details
8Supply of electrodes for unidentified steels Details
8Tender for supply of Alloy 20 gate valve Details
8Tender for supply of RC feeder gear box Details
8Supply of clamp-on ultrasonic transit time difference flowmeter for cooling water Details
8Procurement of GTG exhaust side high-temperature ceramic terminal blocks Details
8Tender for providing handling and transport services on lumpsum basis Details
8Supply of lab chemicals items Details
8Tender for supply of pressure gauges Details
8Tender for supply of sodium meta bisulphite Details
8Tender for supply of manila rope, 3/4" diameter Details
8Supply and installation of next generation firewall with ADC, reporting and logging Details
8Supply of MS black hexagonal head bolts with nuts Details
8Tender for supply of stainless steel (SS) flanges Details
8Contract for annual maintenance of M/s HMT make boring machine of central workshop Details
8Tender for supply of 1-core copper conductor cable Details
8Tender for supply of PTFE gland packing Details
8Tender for the job of supervisory services for servicing and maintenance of scrappers Details
8Tender for appointment of tax consultant Details
8Tender for supply of corrugated boxes (Q3) Details
8Tender for supply of AM1-E upper contact arm Details
8Contract for opening and box-up of lube oil coolers and exchangers in ammonia plant Details
You can also click on Tenders for more
For reference purposes the website carries here the following Newsclips (These are public domain newsclips and the website is not responsible for their content):
8Urea prices in Ukraine jump by UAH 10,000 as supply tightens and imports become scarcer Details
8Mass layoffs announced at Romania’s largest fertilizer producer Azomure? Details
8B.C. phosphate mine penalized $23K for 122 environmental monitoring failures Details
8Telangana minister urges Centre to ensure enough urea supply for Kharif 2026 Details
8Women should get greater role in agri-food sector, says President Murmu Details
8Indian urea plants shut down as Iran war cuts LNG supplies Details
8Bags of urea diverted to factory seized Details
8Syngenta exits paraquat business, closing UK plant Details
8CF Industries leads S&P 500 amid fertilizer price surge Details
8US drops tariff fight against OCP as calls to waive fertilizer duties grow Details
8Thane Municipal Corporation to generate fertilizer from wet waste Details
8Why the Iran war is fueling a rally in fertilizer stocks Details
8Fertiliser subsidy bill likely to rise 28% to Rs 2.2 lakh crore in FY27 amid Iran war, rising energy prices: Govt official Details
8Fertiliser prioritised amid gas shortage scare. How critical is imported LNG? Details
8IFFCO’s Paradeep unit sulphuric acid plant-3 dedicated to the nation by Union home and cooperation minister Amit Shah Details
8Sinofert calls for fertilizer stability amid conflict Details
8India requests urea imports from China due to gas shortage from war Details
8India secures 2.5 million tonnes of fertilizer supply from Morocco Details
8Soil health key to India’s food and nutrition security: Experts call for integrated policy action Details
8As maize competes with soybean for acreage, India’s urea demand could rise Details
8The Sri Lanka lesson India must not repeat — and cannot afford to ignore Details
82 lakh new cooperatives planned nationwide to boost jobs: IFFCO chief Dileep Sanghani Details
8Sanghani lays stone for new IFFCO’s CORDAT building Details
8IFFCO MD attends state-level co-op conference in Haryana Details
8Gujarat evening wrap: Govt allocates 40,000 kilolitres of additional kerosene; IFFCO chairman says supply won't resume until war ends Details
8Govt eyes temporary shutdown of six fertilizer plants due to LNG shortage: Pakistan Details
8Tensions flare in Rajanna Sircilla as farmers struggle to get urea fertilizer Details
8District collector orders urea sales only through e-pass to farmers booked on the ‘Urea App’ Details
8Nagpur chemical factory raided for allegedly diverting subsidized urea for industrial use Details
8Fertilizer import: Fertilizers available, but shortage looms Details
8Hormuz fertilizer chokepoint raises risk of higher global food prices Details
You can also click on Newsclips for more Details

Daily forward looking import matrices

Mar 13: It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days.
Get the daily updates for :
8LNG
8Crude
8Chemicals
8Fertilizers
8LPG
8Ammonia
8All tankers
8Bulk and Dry cargo
Click on Reports for more. Details

Gas crisis exposes the cracks in India's urea backbone

Mar 12: 8When the Middle East conflict choked LNG supplies, New Delhi moved fast.
8The rationing order it issued was meant to protect food security.
8Instead, it has left some efficient plants in the country fighting for survival — while a ministerial fix sits in the pipeline Details

The single-unit dilemma: Running sick or not running at all

Mar 12: 8For the plants that cannot rotate, cannot consolidate, and cannot lean on a sibling unit down the road, the 70% gas allocation is not just an operational inconvenience.
8It is a choice between two kinds of damage. Details

The Gas that nobody owns: How India should ration its urea

Mar 12: 8The government has promised a fix to its flawed rationing order. But the fix raises harder questions than the original notification ever did
Click on Details for more
Details

Announcements

Mar 12: 8ICRA reaffirms Sembcorp Green Hydrogen India’s A+ rating amid green ammonia push for fertiliser producers [Sembcorp] Details
8ICRA reaffirms Green Infra Renewable Energy Farms’ A+ rating on Sembcorp backing and green ammonia push Details
8Gas curbs prioritize fertilizer supply as Adani Total Gas flags disruption from Middle East crisis [ATGL] Details
8India says fertilizer supplies remain adequate; secures import pacts and boosts domestic P&K output [FAI] Details
8Deepak Fertilisers faces Rs 26.76 lakh GST demand, plans appeal against input tax credit disallowance [Deepak Fertilisers] Details
8Hindustan Zinc seeks shareholder nod to appoint Sandeep Vasant Kadam as Government Nominee Director through postal ballot [HZ] Details
Details

Two NFL plants in Punjab halt urea production as GAIL stops supply

Mar 12: For reference purposes the website carries here the following tenders:
8Tender for supply of valve grinding paste Details
8Tender for procurement of sulphuric acid tank Details
8Tender for supply of 24 ft x 15 ft size tarpaulin Details
8Tender for supply of journal bearing set Details
8Supply of Aroto G-15 rotary gear pump Details
8Tender for supply of 45 watt well glass LED light Details
8Tender for supply of stud bolt with two nuts Details
8Tender for supply of seal for blowdown pump Details
8AMC of Dell PowerEdge R730 and R530 servers for 2 years Details
8Operational contract for ultrafiltration (UF) plant Details
8Binding of books and records for two years Details
8Tender for supply of elbow pipe fitting Details
8Tender for procurement of glacial acetic acid Details
8Tender for procurement of sodium acetate Details
8Supply of platform trolley with four extra wheels Details
8Supply of non-metallic compressed asbestos fibre jointing sheet Details
8Tender for the job of overhauling maintenance of argon cryogenic pump of CGP Details
8Biennial maintenance contract of Anton Paar density meter model DMA 5000M Details
8Supply of spares for dewatering pump Details
8Supply of hex bolt MS FT BSW 5/8 x 4 inch long Details
8Supply of heavy duty trolley wheel with bearings Details
8Supply of stud bolt with two nuts Details
8Supply of hex bolt MS FT BSW 3/4 x 3 inch long Details
8Tender for preventive maintenance of 100 kV switchyard equipment Details
8Supply of hex bolt MS FT BSW 5/8 x 3 inch long Details
8Supply of complete centrifugal bare pump Details
8Tender for supply of SS grating Details
8Supply of hex bolt MS BSW FT with nut, 5/8 x 2 inch long Details
8Supply of HT BSW stud bolt with nuts, 5/8 x 87 inch long Details
8Supply of hex bolt MS FT BSW 5/8 x 6 inch long Details
8Tender for DGR empanelled ESM security services Details
8Tender for supply of front guide bush Details
8Tender for engagement of DGR empanelled ESM security services Details
8Procurement of XDR (antivirus) for endpoints for three years Details
8Supply of aerator agitator AG-1A/B/C/D shaft along with locknut Details
8Supply of battery for Powerheart G5 AED Details
8Supply of manifold angle valve for 1 ton cylinder Details
8Tender for calibration, functional check and maintenance of gas detectors Details
8Tender for manufacturing, testing and supply of first stage impeller for P-pump CF8M (SS-3) along with impeller wear ring Details
8Supply of spares for process air compressor on proprietary basis Details
8Tender for complete MOP P-3801/4801 main lube oil pump of drive steam turbine TP-4801/3801 A/B Details
8Supply of slip-on raised face forged steel flange, ASTM A105 grade 11 Details
8Tender for de-silting of main nalla passing through factory premises Details

You can also click on Tenders for more
For reference purposes the website carries here the following Newsclips (These are public domain newsclips and the website is not responsible for their content):
8Middle East conflict threatens fertilizer supply ahead of U.S. planting season Details
8Urea rockets to €800/t as war continues Details
8Russia’s fertilizer giant ablaze after series of explosions Details
8US farmers warn Morocco fertilizer tariffs are adding to supply strain amid Gulf tensions Details
8Saskatchewan mineral company sees future in premium potash fertilizer Details
8Strait of Hormuz closure raises concerns for global fertilizer trade, says The Fertilizer Institute Details
8Imports to self-reliance: Hormuz crisis revives India’s fertiliser dependence debate Details
8Brazil's Agrion aims to make 500,000 metric tons of fertilizer per year from waste sugarcane Details
8War on Iran threatens Asia’s food supply as fertiliser prices surge Details
8India exploring alternate destinations for fertilisers, if West Asia conflict prolongs: agri commissioner Details
8Govt assures gas supply to fertilizer plants amid West Asia crisis Details
8India tightens regulations for nano fertilizers under fertiliser control order amendment Details
8Indian urea producers shut plants as Iran war cuts LNG flows Details
8Truck carrying 666 bags of urea seized in Araria, driver and helper arrested Details
8Two NFL plants in Punjab halt urea production as GAIL stops supply Details
8Fertiliser safety: Indo Gulf Fertilisers concludes 55th National Safety Week with ‘zero accident’ pledge Details
8Fertiliser regulation: government tightens rules for nano fertilisers before market launch Details
8Fertiliser distribution focus: IFFCO officials stress timely supply of quality seeds and fertilisers Details
8Fertiliser quality concern: 2,220 substandard samples found, no compensation provision for farmers Details
8Urea black marketing: sale of urea at high rates, suspension action against agricultural service centers Details
8Chemical use in agriculture leads to cancer: N. Chaluvarayaswamy Details
8Fertiliser innovation: vermicompost and DAP briquettes to improve nutrient use efficiency Details
8Farming costs will increase, farmers will suffer due to fertilizer shortage! War may have more dire consequences in India Details
8Seed, fertiliser distribution and black marketing action assessed in Kanker Details
8Significant increase in prices for nitrogen fertilizers in Ukraine Details
8Fertilizer shortage: Hormuz closure will also affect fertilizer imports, farming costs will increase if the situation does not change Details
8Bangladesh: 4 of 5 urea plants shut due to gas rationing Details
You can also click on Newsclips for more
Details

Day 12: The Hormuz crisis and India’s fertilizer sector

Mar 11: 8The official statements are reassuring. Total fertilizer reserves stood at 177.31 lakh tonnes as of 6 March, up 36.5% year on year. The Fertilizer Association of India says stocks are adequate for Kharif. The Department of Fertilizers says farmers are the priority and their interests will not be compromised. All of this is true, and none of it is the whole story.
8The whole story is told in vessel manifests, maintenance schedules, subsidy arithmetic, and the silence where tenders used to produce offers. It is told in a ship called the *MV Perseas* loading 65,000 tonnes of NPK at *Ust Luga* for Indian ports, and in a vessel called the *MV Al Dhafra* taking sulphur from Annaba, Algeria, rather than from the UAE because the UAE is behind a closed strait. It is told in Poland’s *Grupa Azoty* suspending all new nitrogen fertilizer orders on 3 March, in OCP of Morocco withdrawing phosphate offers, and in RCF’s early March tender for 90,000 tonnes of complex fertilizers drawing not a single response.
8Twelve days after the Strait of Hormuz closed — effectively if not formally, de facto if not de jure — India’s fertilizer sector is in the early stages of a supply and cost crisis that will reach peak intensity precisely when the country needs fertilizer most: in April and May, when kharif procurement must be locked in, and in June, when sowing begins. The calm visible in the inventory numbers today is real. It is also temporary. What follows is an attempt to state clearly, product by product, what is actually happening and what it means.
No one provides an update on the crisis like we do
Click on Reports for the magazine that we have brought out on what is happening on Day 12 of the crisis
Details

The order that says the quiet part out loud

Mar 11: 8New Delhi issued a Natural Gas Supply Regulation Order on 9 March. Read carefully, it is not a rescue plan.
8It is a rationing framework — the first India has imposed on natural gas in the modern era of the LNG market.
Click on Details for more Details

Announcements

Mar 16: 8Fertilizer use in Nanded surges over 45%, but supply gaps still hinder farm growth [krishikosh] Details
8Times Green Energy closes postal ballot voting on bonus issue and auditor appointment proposals [TGEL] Details
8Rallis India seeks shareholder nod via postal ballot to appoint Ashok Hiralal Sharma as independent director [RIL] Details
8Anya Polytech’s internal auditor Rajit Malhotra resigns with immediate effect, company says no management dispute [Anaya] Details
8FACT denies any known trigger behind recent share price movement in response to NSE query [FACT] Details
Details

India imports about 50–60% of its technical-grade urea from Dubai and Egypt

Mar 16: For reference purposes the website carries here the following tenders:
8Tender invited for OSM dense phase ash handling system spares and fly ash silo bag filter bags Details
8Tender for supply of MPNA plug valve Details
8Tender for supply of marine engine oil Details
8Biennial rate contract for shifting decommissioned heat exchangers and cutting tube and shell samples Details
8Hiring of Siemens field service engineer for supervision of ID fan drive turbine overhauling in ammonia plant Details
8Tender for supply of anti-seize thread compound in spray can Details
8Tender for supply of 200 W LED flood light Details
8Supply of SS 304L, 3000 PSI, 3/4" coupling SW Details
8Tender for supply of anti-seize compound Details
8Supply of TE-SX SM 36 and TE-SX SM 43 chisels Details
8Supply of 25 mm x 200 mm flat cold chisel Details
8Tender for supply of leak sealing tape Details
8Tender for supply of numerical relays Details
8Tender for supply of lathe inserts holder Details
8Supply of silica gel breather with oil cup, 8.5 m Details
8Supply of size SW-225 Lovejoy coupling Details
8Procurement of 36 W LED panel lights, 600 x 600 mm, 230 V AC Details
8Supply of three-phase squirrel cage induction motor Details
8Supply of 6-inch slip-on flange, forged steel ASTM A105 grade II Details
8Tender for supply of V-pulley for BF4 blower Details
8Tender for supply of SS 304L seamless pipe Details
8Tender for supply of power and frequency transducers Details
8Supply of 1.5-inch GI pipe, class C, screwed ends without coupling Details
8Tender for insulation works of converter, FHE and IHE in SO2 acid plant Details
8Tender for supply of local operating panel for CO2 compressor Details
8Tender for miscellaneous cleaning and material shifting works in ETP plant Details
8Supply of portable radiation survey meter Details
8Tender for design, fabrication, painting and installation of tensile fabric car and bike parking structure Details
8Supply of automatic voltage regulator Details
8Tender for supply of graphite powder Details
8Supply of box type filter with frame Details
8Tender for shutdown (Apr 2026) related activities in MP and HP nitric acid plant Details
8Supply of 3/4" dia SS 304L sch 40 ERW pipe Details
8Supply of spare for lean solution cooler, 1223 x 1189 x 3 mm thick Details
8Supply of street light fitting with high luminous efficacy Details
8Supply of industrial metallic extension board Details
8Tender for supply of corrosion coupon Details
8Supply of canned motor pump spares Details
8Tender for supply of trailer tractor Details
8Supply of hex bolt MS FT BSW with nut Details
8Supply of DCP hose for fire extinguishers Details
8Lining up of contract for AMC of new motor driven N2 compressor in CGP plant Details
8Supply of bottle reagent plain N/M with I/C stopper cap, 250 ml Details
8Procurement of HT motor (installed BHEL make motor) for ammonia plant Details
8Tender for supply of numerical relay Details
8Tender for supply of gasket sheet Details
8Supply of asbestos graphited non-metallic impregnated gland packing Details
8Supply of numerical relays with energy meter Details
8Supply of pressure transmitter Details
8Tender for service contract for EOT cranes Details
8Supply, installation and commissioning/configuration with CPCB server of IoT data logger for GTG-HRSG Details
8Tender for online leak sealing of steam, hydrocarbon, ammonia, urea, carbamate acid and other liquid and gaseous leakages Details
8Supply of strong base anion (SBA) resin for DM plant Details
8Supply of casing for transfer pump and DT FAT pump spares Details
8Supply of NSGP-E 11 kV VCB surge arrester Details
8Tender for supply of stud with nuts (Q3) Details
8Procurement of auto liquid drain pot (ALD) for mass spectrometer secondary conditioning skid Details
8Supply of cooling coil suitable for 11 TR Blue Star make air-cooled package AC unit Details
8Supply of torch cell, 1.5 volts, big size Details
8Supply of moulded fuse base and carrier – 32A Details
8Tender for procurement of gasket Details
8Procurement of air suction filters, oil sump filters and oil demister separator for LP air compressors Details
8Lining up of contract for supply of unskilled manpower for various labor-oriented miscellaneous jobs Details
8Tender for supply of twist drill Details
8Tender for supply of pump spares Details
8Tender for supply of multifunction printer Details
8Tender for supply of cation vessel Details
8Supply of Silastic 732 RTV sealant in 100 ml pack Details
8SITC of CCTV cameras at weighbridge Details
8Supply of BFW pump journal bearing, suction end Details
8Supply of mechanical system for PSA unit Details
8Supply of Diphoterine eye wash Details
8Supply of heavy duty 75 kW variable frequency drive (VFD) panel suitable for 75 kW motor Details
8Non-comprehensive AMC including services of OEM Yokogawa engineer Details
8Supply of motherboard for Scion GC Details
8Procurement of expansion bellow for PAC suction line Details
You can also click on Tenders for more
For reference purposes the website carries here the following Newsclips (These are public domain newsclips and the website is not responsible for their content):
8As West Asia conflict deepens, India leads BRICS talks while securing fertiliser supply Details
8MLC calls for boost to organic farming Details
8Scheme to reduce chemical fertiliser use remains a ‘non-starter’; no incentives released to states yet Details
8Govt steps up building fertiliser buffer, turns to spot buying Details
8Diesel transport faces risk if urea supply disrupted: auto industry Details
8Telangana warns of urea shortage before kharif season Details
8Global fertiliser price at four-year high, may affect Bangladesh farming Details
8Southeast Asian granular urea sold at around $710/t FOB Details
8US ag secretary seeking ways to curb fertilizer costs Details
8Use West Asia crisis to push fertiliser reforms in India: ICRIER paper Details
8War threatens food supplies in Asia as fertilizer prices soar Details
8Parliamentary panel seeks allocation of realistic fertiliser subsidy fund at budget estimate stage Details
8DCM Shriram approves Rs 217 crore renewable energy expansion Details
8Balaji Amines halts plants due to ammonia shortage from Middle East war Details
8DCM Shriram secures $90 million from IFC via sustainability-linked NCDs Details
8Agrinnovate India Ltd. presents Rs 3.40 crore dividend to Union Minister Shivraj Singh Chouhan for FY 2024–25 Details
8India could face sulphur shortage if Gulf supply disruptions continue; fertiliser sector on alert Details
8Organic fertilizers market: Europe holds 40.9% share as global demand accelerates to USD 18.65 billion by 2031, reports Mordor Intelligence Details
8India fertilizer trade concern: NFL raises dealer security deposits; dealers draw strong opposition Details
8India asks China for urea as war-induced gas crunch hits plants Details
8Report says agroecological homestead farming boosts incomes and nutrition for tribal women in central India Details
8India imports about 50–60% of its technical-grade urea from Dubai and Egypt Details
8‘More than adequate stocks’: government assures no fertiliser shortage amid Middle East crisis Details
8India fast-tracks fertiliser imports to cushion kharif season from West Asia supply shock Details
8Fertiliser supplies may turn tight by May Details
8India moves to buy spot LNG cargoes to safeguard fertiliser supply Details
8From Hormuz to Dalal Street: how Middle East tensions are reshaping risk for India Details
8The Iran war threat for India’s agriculture Details
8Amit Shah inaugurates NDDB and OMFED projects in Odisha Details
8IFFCO: Sanghani, Tomar emphasize ‘Sahkar se Samriddhi’ at Morena Details
8Gulf war exposes India’s fertiliser vulnerability, making reform an urgent national priority Details
8India’s urea imports from China hit three-year high; Russian supplies also surge Details
8Haryana model ensures fertiliser reaches the right farmer in the right quantity Details
8Fertilizer stock increase: 26 percent more fertilizer stock this year than last year Details
8Dilip Sanghani on gas shortage: kitchens first, relief only after Middle East tensions ease Details
You can also click on Newsclips for more Details

Day 16 of the Hormuz closure: One seller, no buyers for DAP

Mar 15: 8The global DAP market has narrowed to a single active voice
Click on Details for more.
Details

India is going to market for urea

Mar 15: 8Is anybody selling?
Click on Details for more
Details

RCF contract: A lot of that urea will not be coming

Mar 15: 8RCF has contracted for 1.3 million tonnes of DAP
8Of this, how much is from the Gulf and is that quantity not going to be delivered
Click on Details for more
Details

India turns to China as Gulf dries up

Mar 15: 8Will the Chinese gates be opened?
8Find out what sources are saying
Click on Details for more
Details

PSUs: Moving from attendance to monioring to survelliance of its workforce

Mar 13: From attendance to surveillance: a new HR line is emerging
8What begins as a replacement for biometric attendance could quickly evolve into a far more intrusive system of daily employee tracking.
8The safety argument may be only the most presentable part of the story. Details

Sulphur remains the quiet danger in an otherwise active fertilizer import line-up

Mar 13: 8The broader fertilizer incoming shipping list looks busy, but sulphur exposure still matters disproportionately.
8A disruption there can travel quickly into the phosphatic chain even when other cargoes keep moving.

Click on Details for more. Details

A small ammonia queue is now carrying a very large strategic burden

Mar 13: 8India’s ammonia line-up has not disappeared. That is precisely the problem.
Click on Details for more Details

The hidden story in India’s fertiliser bill

Mar 13: 8The shrinking space for smarter farm spending
Click on Details for more Details

Announcements

Mar 13: 8HURL floats tender to procure 3,000 kg sodium metabisulphite for Gorakhpur ETP [HURL] Details
8Bayer CropScience shuts trading window from April 1 ahead of FY26 results [Bayer] Details
8FACT says it knows no trigger behind recent share price movement [FACT] Details
8GNFC gets independent ESG rating of 52, informs exchanges [GNFC] Details
Details

India requests urea imports from China due to gas shortage from war

Mar 13: For reference purposes the website carries here the following tenders:
8Tender for yard concrete work at ammonia complex Details
8Hiring of M/s Siemens Energy service engineer for supervision during inspection and overhauling of start-up H2 recycle compressor Details
8Tender for TPI services for quality assurance fabrication and erection of associated pipelines for RLNG preheater Details 
8Tender for Procurement of Imported Steam Coal Details 
8Tender for procurement of natural gas Details
8Annual service contract for KPCL compressor in urea and bagging plant Details
8Tender for supply of UPVC pipe ASTM D 1785, 3/4" size Details
8Tender for supply of PVC pipe with 1 1/2" outer diameter Details
8Supply of narrow-necked boiling flasks for laboratory use Details
8Tender for supply of laboratory graduated cylinders Details
8Tender for supply of sodium tripolyphosphate Details
8Tender for supply of gas sampling tubes with stopcocks Details
8Tender for supply of cylindrical fuses Details
8Tender for supply of back pull-out assembly P-304 Details
8Tender for supply of complete trip solenoid valve Details
8Supply of rubber expansion joint with flange-to-flange distance of 200 mm with MS split retainer rings Details
8Tender for supply of glass beaker Details
8Supply of gear box for conveyor belt system Details
8Tender for supply of immersion heater with control panel-II Details
8Tender for supply of IML labels for VAP Details
8Supply of periphery liners for bowl mill exhauster Details
8Supply of non-metallic compressed asbestos fibre graphited jointing sheet Details
8Tender for supply of gate valve Details
8Tender for supply of decade megaohm resistance box Details
8Tender for supply of zinc oxide Details
8Supply of spare parts for neem oil solution spray pump Details
8Supply of electrodes for unidentified steels Details
8Tender for supply of Alloy 20 gate valve Details
8Tender for supply of RC feeder gear box Details
8Supply of clamp-on ultrasonic transit time difference flowmeter for cooling water Details
8Procurement of GTG exhaust side high-temperature ceramic terminal blocks Details
8Tender for providing handling and transport services on lumpsum basis Details
8Supply of lab chemicals items Details
8Tender for supply of pressure gauges Details
8Tender for supply of sodium meta bisulphite Details
8Tender for supply of manila rope, 3/4" diameter Details
8Supply and installation of next generation firewall with ADC, reporting and logging Details
8Supply of MS black hexagonal head bolts with nuts Details
8Tender for supply of stainless steel (SS) flanges Details
8Contract for annual maintenance of M/s HMT make boring machine of central workshop Details
8Tender for supply of 1-core copper conductor cable Details
8Tender for supply of PTFE gland packing Details
8Tender for the job of supervisory services for servicing and maintenance of scrappers Details
8Tender for appointment of tax consultant Details
8Tender for supply of corrugated boxes (Q3) Details
8Tender for supply of AM1-E upper contact arm Details
8Contract for opening and box-up of lube oil coolers and exchangers in ammonia plant Details
You can also click on Tenders for more
For reference purposes the website carries here the following Newsclips (These are public domain newsclips and the website is not responsible for their content):
8Urea prices in Ukraine jump by UAH 10,000 as supply tightens and imports become scarcer Details
8Mass layoffs announced at Romania’s largest fertilizer producer Azomure? Details
8B.C. phosphate mine penalized $23K for 122 environmental monitoring failures Details
8Telangana minister urges Centre to ensure enough urea supply for Kharif 2026 Details
8Women should get greater role in agri-food sector, says President Murmu Details
8Indian urea plants shut down as Iran war cuts LNG supplies Details
8Bags of urea diverted to factory seized Details
8Syngenta exits paraquat business, closing UK plant Details
8CF Industries leads S&P 500 amid fertilizer price surge Details
8US drops tariff fight against OCP as calls to waive fertilizer duties grow Details
8Thane Municipal Corporation to generate fertilizer from wet waste Details
8Why the Iran war is fueling a rally in fertilizer stocks Details
8Fertiliser subsidy bill likely to rise 28% to Rs 2.2 lakh crore in FY27 amid Iran war, rising energy prices: Govt official Details
8Fertiliser prioritised amid gas shortage scare. How critical is imported LNG? Details
8IFFCO’s Paradeep unit sulphuric acid plant-3 dedicated to the nation by Union home and cooperation minister Amit Shah Details
8Sinofert calls for fertilizer stability amid conflict Details
8India requests urea imports from China due to gas shortage from war Details
8India secures 2.5 million tonnes of fertilizer supply from Morocco Details
8Soil health key to India’s food and nutrition security: Experts call for integrated policy action Details
8As maize competes with soybean for acreage, India’s urea demand could rise Details
8The Sri Lanka lesson India must not repeat — and cannot afford to ignore Details
82 lakh new cooperatives planned nationwide to boost jobs: IFFCO chief Dileep Sanghani Details
8Sanghani lays stone for new IFFCO’s CORDAT building Details
8IFFCO MD attends state-level co-op conference in Haryana Details
8Gujarat evening wrap: Govt allocates 40,000 kilolitres of additional kerosene; IFFCO chairman says supply won't resume until war ends Details
8Govt eyes temporary shutdown of six fertilizer plants due to LNG shortage: Pakistan Details
8Tensions flare in Rajanna Sircilla as farmers struggle to get urea fertilizer Details
8District collector orders urea sales only through e-pass to farmers booked on the ‘Urea App’ Details
8Nagpur chemical factory raided for allegedly diverting subsidized urea for industrial use Details
8Fertilizer import: Fertilizers available, but shortage looms Details
8Hormuz fertilizer chokepoint raises risk of higher global food prices Details
You can also click on Newsclips for more Details

Daily forward looking import matrices

Mar 13: It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days.
Get the daily updates for :
8LNG
8Crude
8Chemicals
8Fertilizers
8LPG
8Ammonia
8All tankers
8Bulk and Dry cargo
Click on Reports for more. Details

Gas crisis exposes the cracks in India's urea backbone

Mar 12: 8When the Middle East conflict choked LNG supplies, New Delhi moved fast.
8The rationing order it issued was meant to protect food security.
8Instead, it has left some efficient plants in the country fighting for survival — while a ministerial fix sits in the pipeline Details

The single-unit dilemma: Running sick or not running at all

Mar 12: 8For the plants that cannot rotate, cannot consolidate, and cannot lean on a sibling unit down the road, the 70% gas allocation is not just an operational inconvenience.
8It is a choice between two kinds of damage. Details

The Gas that nobody owns: How India should ration its urea

Mar 12: 8The government has promised a fix to its flawed rationing order. But the fix raises harder questions than the original notification ever did
Click on Details for more
Details

Announcements

Mar 12: 8ICRA reaffirms Sembcorp Green Hydrogen India’s A+ rating amid green ammonia push for fertiliser producers [Sembcorp] Details
8ICRA reaffirms Green Infra Renewable Energy Farms’ A+ rating on Sembcorp backing and green ammonia push Details
8Gas curbs prioritize fertilizer supply as Adani Total Gas flags disruption from Middle East crisis [ATGL] Details
8India says fertilizer supplies remain adequate; secures import pacts and boosts domestic P&K output [FAI] Details
8Deepak Fertilisers faces Rs 26.76 lakh GST demand, plans appeal against input tax credit disallowance [Deepak Fertilisers] Details
8Hindustan Zinc seeks shareholder nod to appoint Sandeep Vasant Kadam as Government Nominee Director through postal ballot [HZ] Details
Details

Two NFL plants in Punjab halt urea production as GAIL stops supply

Mar 12: For reference purposes the website carries here the following tenders:
8Tender for supply of valve grinding paste Details
8Tender for procurement of sulphuric acid tank Details
8Tender for supply of 24 ft x 15 ft size tarpaulin Details
8Tender for supply of journal bearing set Details
8Supply of Aroto G-15 rotary gear pump Details
8Tender for supply of 45 watt well glass LED light Details
8Tender for supply of stud bolt with two nuts Details
8Tender for supply of seal for blowdown pump Details
8AMC of Dell PowerEdge R730 and R530 servers for 2 years Details
8Operational contract for ultrafiltration (UF) plant Details
8Binding of books and records for two years Details
8Tender for supply of elbow pipe fitting Details
8Tender for procurement of glacial acetic acid Details
8Tender for procurement of sodium acetate Details
8Supply of platform trolley with four extra wheels Details
8Supply of non-metallic compressed asbestos fibre jointing sheet Details
8Tender for the job of overhauling maintenance of argon cryogenic pump of CGP Details
8Biennial maintenance contract of Anton Paar density meter model DMA 5000M Details
8Supply of spares for dewatering pump Details
8Supply of hex bolt MS FT BSW 5/8 x 4 inch long Details
8Supply of heavy duty trolley wheel with bearings Details
8Supply of stud bolt with two nuts Details
8Supply of hex bolt MS FT BSW 3/4 x 3 inch long Details
8Tender for preventive maintenance of 100 kV switchyard equipment Details
8Supply of hex bolt MS FT BSW 5/8 x 3 inch long Details
8Supply of complete centrifugal bare pump Details
8Tender for supply of SS grating Details
8Supply of hex bolt MS BSW FT with nut, 5/8 x 2 inch long Details
8Supply of HT BSW stud bolt with nuts, 5/8 x 87 inch long Details
8Supply of hex bolt MS FT BSW 5/8 x 6 inch long Details
8Tender for DGR empanelled ESM security services Details
8Tender for supply of front guide bush Details
8Tender for engagement of DGR empanelled ESM security services Details
8Procurement of XDR (antivirus) for endpoints for three years Details
8Supply of aerator agitator AG-1A/B/C/D shaft along with locknut Details
8Supply of battery for Powerheart G5 AED Details
8Supply of manifold angle valve for 1 ton cylinder Details
8Tender for calibration, functional check and maintenance of gas detectors Details
8Tender for manufacturing, testing and supply of first stage impeller for P-pump CF8M (SS-3) along with impeller wear ring Details
8Supply of spares for process air compressor on proprietary basis Details
8Tender for complete MOP P-3801/4801 main lube oil pump of drive steam turbine TP-4801/3801 A/B Details
8Supply of slip-on raised face forged steel flange, ASTM A105 grade 11 Details
8Tender for de-silting of main nalla passing through factory premises Details

You can also click on Tenders for more
For reference purposes the website carries here the following Newsclips (These are public domain newsclips and the website is not responsible for their content):
8Middle East conflict threatens fertilizer supply ahead of U.S. planting season Details
8Urea rockets to €800/t as war continues Details
8Russia’s fertilizer giant ablaze after series of explosions Details
8US farmers warn Morocco fertilizer tariffs are adding to supply strain amid Gulf tensions Details
8Saskatchewan mineral company sees future in premium potash fertilizer Details
8Strait of Hormuz closure raises concerns for global fertilizer trade, says The Fertilizer Institute Details
8Imports to self-reliance: Hormuz crisis revives India’s fertiliser dependence debate Details
8Brazil's Agrion aims to make 500,000 metric tons of fertilizer per year from waste sugarcane Details
8War on Iran threatens Asia’s food supply as fertiliser prices surge Details
8India exploring alternate destinations for fertilisers, if West Asia conflict prolongs: agri commissioner Details
8Govt assures gas supply to fertilizer plants amid West Asia crisis Details
8India tightens regulations for nano fertilizers under fertiliser control order amendment Details
8Indian urea producers shut plants as Iran war cuts LNG flows Details
8Truck carrying 666 bags of urea seized in Araria, driver and helper arrested Details
8Two NFL plants in Punjab halt urea production as GAIL stops supply Details
8Fertiliser safety: Indo Gulf Fertilisers concludes 55th National Safety Week with ‘zero accident’ pledge Details
8Fertiliser regulation: government tightens rules for nano fertilisers before market launch Details
8Fertiliser distribution focus: IFFCO officials stress timely supply of quality seeds and fertilisers Details
8Fertiliser quality concern: 2,220 substandard samples found, no compensation provision for farmers Details
8Urea black marketing: sale of urea at high rates, suspension action against agricultural service centers Details
8Chemical use in agriculture leads to cancer: N. Chaluvarayaswamy Details
8Fertiliser innovation: vermicompost and DAP briquettes to improve nutrient use efficiency Details
8Farming costs will increase, farmers will suffer due to fertilizer shortage! War may have more dire consequences in India Details
8Seed, fertiliser distribution and black marketing action assessed in Kanker Details
8Significant increase in prices for nitrogen fertilizers in Ukraine Details
8Fertilizer shortage: Hormuz closure will also affect fertilizer imports, farming costs will increase if the situation does not change Details
8Bangladesh: 4 of 5 urea plants shut due to gas rationing Details
You can also click on Newsclips for more
Details

Day 12: The Hormuz crisis and India’s fertilizer sector

Mar 11: 8The official statements are reassuring. Total fertilizer reserves stood at 177.31 lakh tonnes as of 6 March, up 36.5% year on year. The Fertilizer Association of India says stocks are adequate for Kharif. The Department of Fertilizers says farmers are the priority and their interests will not be compromised. All of this is true, and none of it is the whole story.
8The whole story is told in vessel manifests, maintenance schedules, subsidy arithmetic, and the silence where tenders used to produce offers. It is told in a ship called the *MV Perseas* loading 65,000 tonnes of NPK at *Ust Luga* for Indian ports, and in a vessel called the *MV Al Dhafra* taking sulphur from Annaba, Algeria, rather than from the UAE because the UAE is behind a closed strait. It is told in Poland’s *Grupa Azoty* suspending all new nitrogen fertilizer orders on 3 March, in OCP of Morocco withdrawing phosphate offers, and in RCF’s early March tender for 90,000 tonnes of complex fertilizers drawing not a single response.
8Twelve days after the Strait of Hormuz closed — effectively if not formally, de facto if not de jure — India’s fertilizer sector is in the early stages of a supply and cost crisis that will reach peak intensity precisely when the country needs fertilizer most: in April and May, when kharif procurement must be locked in, and in June, when sowing begins. The calm visible in the inventory numbers today is real. It is also temporary. What follows is an attempt to state clearly, product by product, what is actually happening and what it means.
No one provides an update on the crisis like we do
Click on Reports for the magazine that we have brought out on what is happening on Day 12 of the crisis
Details

The order that says the quiet part out loud

Mar 11: 8New Delhi issued a Natural Gas Supply Regulation Order on 9 March. Read carefully, it is not a rescue plan.
8It is a rationing framework — the first India has imposed on natural gas in the modern era of the LNG market.
Click on Details for more Details
  • Mar 11: Day 12: The Hormuz crisis and India’s fertilizer sector:Details
  • Mar 11: Mainfest for fertilizers & ammonia: How does it look on Day 12 of the crisis:Details
  • Mar 11: Announcements:Details
  • Mar 11: Urea and phosphatic fertilizer supplies ‘remain adequate’ for Kharif season, says Fertilizer Association of India:Details
  • Mar 10: Announcements:Details
  • Mar 10: Mainfest for fertilizers & ammonia says a story in itself:Details