Ferts in Focus 1/7/20

AG paper supported at $220/t AG urea paper has seen support this past week around the $220 level on the prospect of continued Indian demand, but hasn’t traded this past week. India was only able to secure 628,000 tonnes in their most recent purchasing tender, well short of forecast requirements. Combined with double the national …

Did Someone Mention Increasing Demand?

It is the panacea for all markets, the biggest factor that could help us recover some sense of normality, the only thing that will bring a smile to suppliers across the world. It is, of course, increasing demand.   The virus has caused huge disruption and left markets unable to react quickly enough to counteract …

FIS CASTAWAY – EPISODE 13

This week the team talk $6 million dollar bail, Cape splits, and EU travel bans; all this is alongside our usual in depth analysis of the supply and demand factors affecting commodity market prices.   Available now on the FIS website (www.freightinvestorservices.com/media )   Spotify https://open.spotify.com/show/7yMLsm5s8tLtrCQr7bG8wD?si=FW6Rvj9HRjClAx3vRjq8iw   And Apple https://podcasts.apple.com/sg/podcast/fis-castaway/id1507094242  

Ferts in Focus 24/6/20

Focus in international urea markets has been on India’s most recent purchasing tender by RCF, and whether it would support the recent rebound in global urea prices. Early reports of sub $240/t cfr being offered for both east and west coast India point to softer prices globally. The question now, is how much volume will …