Argus Media

Fertilizer Matters EP44: Chinese Ammonia Market

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Hear Argus’ essential analysis of what’s driving China’s ammonia production expansion and exports surge, where this new Chinese supply is coming from, key export destinations, as well as the impact of CBAM and the Middle East war on Chinese ammonia prices. We also introduce the new Argus Ammonia fob China weekly price assessment.

Join Ruth Sharpe, Global Editor - Ammonia and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

  • Could China become a net exporter of ammonia in 2026?
  • Why did Chinese ammonia exports surge in Q4 2025 — and where did they go?
  • Why is Chinese ammonia typically more expensive than ammonia sourced from Southeast Asia and the Middle East?
  • What’s driving China’s growth in ammonia production, and where is this new supply coming from?
  • What are the most likely destinations for Chinese ammonia exports?
  • How have CBAM and the Middle East war impacted Chinese ammonia prices?
  • Why did Argus launch the Ammonia fob China weekly price assessment, and how does it enhance price transparency?
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