Nitrogen 101

Welcome to this video where we look at the Nitrogen family of fertilizers. When we talk about Nitrogen fertilizers, we are alluding to products such as urea, ammonium nitrate & LAN/CAN, and ammonium sulphate, which are all derived from ammonia.
In this video, we highlight the main aspects that are key to pricing:
• Global supply-demand balance
• Overview of production process and raw materials – a key driver of production cost
• The countries or regions where these products are produced and trade flows
• Price trends/cyclicality
Ammonia is the intermediate for nitrogen fertilizers; it is made from the synthesis of nitrogen and hydrogen. Over 180 million tons of urea are consumed annually, of which South Africa consumes around 0.5% and the whole SADC region less than 1%.

-----------------------------
00:14 Introduction
01:16 Global supply-demand factors
02:56 Urea supply-demand
04:32 Nitrogen trade flows
06:02 Seasonality and buying opportunity for Southern Africa
07:16 Production costs and project economics
10:35 Price drivers for nitrogen