ICIS - chemical podcasts

Episode 1333: Global melamine podcast: upstream urea and ammonia focus

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LONDON (ICIS)--European Melamine Editor Melissa Hurley interviews Senior Editor Sylvia Traganida, Deputy Managing Editor Deepika Thapliyal, Market Reporter Joy Foo and Connor Phillips.

Market factors to consider ahead of May:

  • Asia Melamine market grappling with weak demand and increasing supply
  • Asia exports dropped in March but expected to flow into Europe May/June
  • Reduced melamine supply in Europe offset by ongoing sluggish demand conditions
  • No tariff impact on US melamine so far
  • Global urea demand expected to slow from H2 May
  • China not resuming urea exports yet despite the domestic season ending
  • Subdued European Ammonia demand; waiting for nitrates market to pick up
  • Natural gas TTF prices softened, but European fertilizer producers reluctant to ramp up production due low demand














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