Yara International
HQ NO4% share
World's largest nitrogen fertilizer company; Norwegian state partial ownership; produces urea, nitrate, and NPK fertilizers critical for rice production globally
Energy · input
Natural Gas (Ammonia/Fertilizer Feedstock Grade)
Natural gas (primarily methane) used as both hydrogen feedstock and process energy for Haber-Bosch ammonia synthesis. ~32–36 MMBtu consumed per tonne of ammonia produced. Represents 70–85% of total variable ammonia production cost — making nitrogen fertilizer prices tightly correlated with gas prices. Russia and China are the largest gas-based ammonia producers globally.
5
Source countries
4
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on natural gas (ammonia/fertilizer feedstock grade) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| CNChina | 25% |
| RURussia | 22% |
| USUnited States | 12% |
| INIndia | 8% |
| QAQatar | 8% |
Who makes it
Supplier companies
4 companies produce natural gas (ammonia/fertilizer feedstock grade).
CF Industries Holdings(CF)
HQ US2% share
One of the world's largest ammonia producers; Donaldsonville Complex (Louisiana) is the world's largest single ammonia production complex — 4.335M MT/year capacity, 6 plants on 1,400 acres along the Mississippi River. Produced 9.8M MT gross ammonia in 2024 across all facilities. Also operates plants in Iowa, Louisiana, Courtright (Ontario Canada), Ince (UK), Billingham (UK). Added CO2 capture at Donaldsonville (2025) enabling ~1.9M MT/year 'low-carbon ammonia' for export to Japan/Korea. Joint venture with JERA + Mitsui for $4B 'blue ammonia' plant in Louisiana.
EuroChem Group AG
HQ RU2% share
Russia's largest nitrogen and phosphate fertilizer company; major ammonia producer. Plants include Nevinnomyssk (Stavropol), Novomoskovsk (Tula Oblast), and the Antwerp, Belgium nitrogen plant. Also produces potash. Controlled by Andrei Melnichenko (personal EU/UK sanctions 2022; sold his stake to a trust). Swiss holding structure. Significant European presence complicated by Melnichenko sanctions.
OCI N.V.
HQ NL2% share
Major nitrogen fertilizer and ammonia company with plants in the US (OCI Beaumont TX, formerly Iowa Fertilizer Company), Netherlands (OCI Nitrogen, Geleen), Algeria (Fertial), and Egypt (EBIC). Also produces methanol. One of the largest merchant ammonia producers globally. Sold its US nitrogen business to Koch Ag & Energy Solutions in January 2024 for $3.6B, focusing its remaining assets on Netherlands, Algeria, and international methanol. Major shift in US ammonia market as OCI Iowa/Beaumont transferred to Koch.