Rice →supply up
Urea Nitrogen Fertilizer (46-0-0)
Rice is critically dependent on urea nitrogen fertilizer, so added fertilizer capacity should make this input more available to rice production.
94% confidence
Canada →Prices rise
Solution Mining Brine Water (Saskatchewan Potash)
Germany's added fertilizer capacity should raise demand for potash feedstock, and Canada is the sole-source supplier here, so this input is likely to see firmer pricing.
61% confidence
Yara International ASA →supply up
Ammonium Nitrate (AN) — Fertilizer / Mining ExplosiveYAR
A new fertilizer plant in Germany plausibly increases AN availability, and Yara has a direct AN input dependency with moderate share and a six-month replacement lead time.
60% confidence
Fertilizers and crop inputs →Prices rise
Anhydrous Ammonia (NH₃)
More fertilizer output generally requires more ammonia in nitrogen-fertilizer chains, which can tighten ammonia availability and lift prices.
60% confidence
Fertilizers and crop inputs →Prices rise
Natural Gas (Ammonia/Fertilizer Feedstock Grade)
Additional fertilizer capacity can raise feedstock demand for gas-based ammonia production, putting upward pressure on natural-gas feedstock costs.
58% confidence
Nutrien Ltd. →supply up
Urea Nitrogen Fertilizer (46-0-0)
The added fertilizer capacity in Germany plausibly increases urea availability, and Nutrien discloses a 5% dependence on this input with only a 3-month replacement lag, so the relief should be modest but real.
58% confidence
Uralchem / TogliattiAzot (ToAz) →supply up
Urea (Granular/Prilled, 46% N)
More fertilizer capacity in Germany should lift urea availability, though the impact depends on whether the new plant produces urea specifically.
56% confidence
Uralchem / TogliattiAzot (ToAz) →supply up
UAN Solution (Urea Ammonium Nitrate, 28-32% N)
Additional fertilizer production capacity in Europe likely increases UAN supply, but the exact product slate of the new investment is not stated.
54% confidence
Uralchem / TogliattiAzot (ToAz) →supply up
Anhydrous Ammonia (MAP / DAP Production)
If the German expansion includes ammonia-based fertilizer production, it modestly raises ammonia availability, though the product mix is not specified.
49% confidence
Nutrien Ltd. →supply up
UAN Solution (Urea Ammonium Nitrate, 28-32% N)
UAN is another proximate nitrogen fertilizer product that could gain from the added capacity, but the linkage is weaker because the edge provides less quantified dependency detail.
43% confidence
Fertilizers and crop inputs →Prices rise
Potash (Muriate of Potash / KCl)
Expanded fertilizer blending and potash-based formulations can raise potash demand, though the effect is moderated by a large global market.
42% confidence
Fertilizers and crop inputs →Prices rise
Phosphate Rock (Fluorapatite Ore)
Higher phosphate-fertilizer output increases upstream phosphate-rock throughput, but the transmission is partial because the market is broad and globally supplied.
40% confidence
Fertilizers and crop inputs →Prices rise
Elemental Sulfur (from Oil/Gas Processing)
More sulfuric-acid and phosphate-fertilizer production can raise sulfur demand, especially where sulfur is the precursor feedstock.
39% confidence
