
Ammonia Anhydrous CAS: 7664-41-7

The Hormuz crisis disrupted nearly 45% of global sulfur supply as Gulf refinery by-product exports collapsed for months. With vessel movement now improving, sulfur and sulfuric acid buyers may finally see the first meaningful cost relief in August after one of 2026’s most overlooked supply chain disruptions.

The Gulf’s ambitious green ammonia projects are facing a shift in timelines, with Saudi Arabia, UAE and Oman moving first commercial deliveries from 2026 to 2027–2028. This delay impacts offtake agreements, market expectations and the broader decarbonisation strategy across the region. TradeAsia explores the implications for investors and industry stakeholders.

The June 2026 fertilizer intelligence report covers the volatile first half, examines Gulf supply recovery, and projects urea and DAP outlooks for the second half. It highlights key price drivers, inventory trends, and policy impacts shaping the 2026 market.

Sulfuric acid demand is entering a new phase as Morocco's OCP Group expands phosphate processing capacity and strengthens its role in global fertilizer supply. Rising consumption in Morocco and Indonesian nickel projects is reshaping sulfur trade flows, tightening availability and influencing procurement strategies across agricultural and industrial markets.

QatarEnergy's suspension of LNG, ammonia and urea production has created one of the most significant disruptions to global nitrogen fertilizer markets in years. Even after shipping routes normalize, analysts expect fertilizer exports from the region to require up to 18 months to fully recover.

The sulfuric acid market is expected to see changing supply conditions as Middle East sulfur availability improves after Hormuz disruptions. Fertilizer and mining buyers should monitor sulfur recovery, energy trends and pricing movements through H2 2026.
We're committed to your privacy. Tradeasia uses the information you provide to us to contact you about our relevant content, products, and services. For more information, check out our privacy policy.