Fertilizer Matters EP36: Urea – India, China and the impact of CBAM
Dec 10, 2025•17 min•Ep. 1141
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Episode description
Hear Argus’ essential analysis of the urea market, focusing on the ramp up in India’s tenders, China’s exports into early 2026, CBAM’s impact on imports into Europe and the overall market outlook for early 2026.
Join Harry Minihan, Global Editor – Nitrogen and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
Key questions answered in this podcast:
- Why did India’s urea tenders increase in comparison to last year?
- How did India get itself into this position and when could the next tender come?
- Where is India with its domestic push for increased self-reliance?
- Will China be exporting more urea in early 2026?
- Has there been a ramp up of urea imports into Europe ahead of CBAM?
- What’s the overall urea market direction as we head into 2026?
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