Anhydrous Ammonia (MAP / DAP Production) →Shortage risk
Potash and phosphate fertilizers
Anhydrous ammonia is a critical input to MAP/DAP and related fertilizer production, so a supply shock tightly constrains output of potash/phosphate fertilizers.
92% confidence
Ammonia (NH3) →Shortage risk
Canada
Canada accounts for 61.9% of the country supply share on this node, so an ammonia disruption propagates strongly there.
89% confidence
Ammonia (NH3) →Shortage risk
Trinidad and Tobago
Trinidad and Tobago's 30.9% supply share makes the ammonia shock materially constraining there.
86% confidence
Urea Nitrogen Fertilizer (46-0-0) →Shortage risk
Rice
Urea fertilizer is a critical input for rice production, so a urea supply shock can reduce rice output and availability.
84% confidence
DEF/AdBlue (Diesel Exhaust Fluid, 32.5% Urea Solution) →Shortage risk
Yara International ASAYAR
Yara is the largest listed DEF/AdBlue supplier here, so a disruption that tightens DEF availability would directly curtail its output and sales.
79% confidence
Ammonia (NH3) →Prices rise
CF Industries HoldingsCF
CF Industries depends on ammonia as an input, so the supply shock should lift its costs until sourcing adjusts.
75% confidence
Ammonia (NH3) →Prices rise
Koch Fertilizer / Koch Ag & Energy Solutions
Ammonia is an input to Koch's fertilizer operations, and the explicit 12% market share plus six-month replacement lag make the input-cost shock material.
73% confidence
Ammonium Nitrate (AN) — Fertilizer / Mining Explosive →Prices rise
Fertilizers and crop inputs
AN is a core fertilizer ingredient, so a gas-driven AN squeeze lifts prices across the broader fertilizers and crop inputs category.
70% confidence
DEF/AdBlue (Diesel Exhaust Fluid, 32.5% Urea Solution) →Shortage risk
Netherlands
The Netherlands is a major listed supply source for DEF/AdBlue, so a market shortage should reduce availability from that origin too.
69% confidence
Ammonia (NH3) →Prices rise
Yara International ASAYAR
The graph marks Yara as an ammonia input user, so tighter ammonia supply would raise its feedstock cost.
69% confidence
Ammonia (NH3) →Prices rise
Nutrien Ltd.NTR
Nutrien's ammonia input supply is exposed, with only moderate substitutability and a six-month replacement horizon.
68% confidence
DEF/AdBlue (Diesel Exhaust Fluid, 32.5% Urea Solution) →Shortage risk
BASF SEBAS
BASF is a material DEF/AdBlue supplier, so the product shortage propagates to lower available output from this producer as well.
66% confidence
DEF/AdBlue (Diesel Exhaust Fluid, 32.5% Urea Solution) →Shortage risk
China
China has the largest listed country supply share, so tighter DEF/AdBlue availability should show up there as reduced supply/output.
65% confidence
Ammonia (NH3) →Prices rise
Industrial gases
Industrial gases use ammonia as a non-critical input, so the shock mainly transmits as higher input costs.
64% confidence
Ammonium Nitrate (AN) — Fertilizer / Mining Explosive →Prices rise
Uralchem / TogliattiAzot (ToAz)
AN scarcity pushes up costs for Uralchem/ToAz, which has an 8% share and a 6-month replacement lead time.
63% confidence
CHS Inc. →Shortage risk
CF Industries Holdings, Inc.CF
CHS was CF's largest customer at about 13% of consolidated net sales, so a CHS-level disruption can feed back into CF as materially lower demand/sales.
58% confidence
Ammonium Nitrate (AN) — Fertilizer / Mining Explosive →Prices rise
EuroChem Group AG
A tighter AN market raises EuroChem's input costs because the edge shows a 9% share and only moderate substitutability.
58% confidence
Ammonium Nitrate (AN) — Fertilizer / Mining Explosive →Prices rise
CF Industries HoldingsCF
CF Industries faces higher AN costs as the input market tightens, and the edge indicates a 7% share with a 3-month replacement horizon.
57% confidence
Ammonium Nitrate (AN) — Fertilizer / Mining Explosive →Prices rise
Nutrien Ltd.NTR
Nutrien's AN-dependent operations become more expensive as supply tightens, with a 6% share and a 3-month replacement lead time.
55% confidence
