Azot for the future: Sibur completes construction of a nitrogen fertilizer plant for 7 billion
A new nitrogen fertilizer plant is being completed, adding supply of fertilizer input.
Source →The trace
How it reaches your house.
Starting from Fertilizers and crop inputs, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Urea (Granular/Prilled, 46% N) →supply upNew urea capacity directly increases availability in the broader fertilizers and crop inputs bucket, which is marked critical and tightly dependent on this input.
96% confidenceUrea Nitrogen Fertilizer (46-0-0) →supply upUrea is a critical nitrogen input for rice production, so added supply should raise rice availability and ease input-cost pressure.
93% confidenceFertilizers and crop inputs →Prices riseNatural Gas (Ammonia/Fertilizer Feedstock Grade)
A new nitrogen fertilizer plant is highly gas-intensive, so the added capacity should raise demand for ammonia-grade natural gas and put upward pressure on that feedstock market.
Hop 2
Yara International ASA →Prices easeUrea Nitrogen Fertilizer (46-0-0)
The new nitrogen fertilizer plant adds urea supply, which should depress urea prices; Yara has direct exposure to this commodity via the listed 6% share, so the effect is moderate.
83% confidenceNutrien Ltd. →supply upUrea Nitrogen Fertilizer (46-0-0)
A newly completed nitrogen fertilizer plant adds supply of urea-based fertilizer, making this input more available to Nutrien.
74% confidenceCF Industries Holdings →supply upHop 3
Russia →supply upUAN Solution (Urea Ammonium Nitrate, 28-32% N)
Russia is identified as supplying 53.8% of UAN solution, so completion of a new nitrogen fertilizer plant in Russia should increase the availability of this fertilizer input.
89% confidenceAlico, Inc. →supply upTropicana (Tropicana Brands Group)
Tropicana is Alico's dominant customer, so cheaper and more available fertilizer can lift Alico's crop output and increase product available to Tropicana.
39% confidenceHop 4
UAN Solution (Urea Ammonium Nitrate, 28-32% N) →supply upAmmonia and nitrogen fertilizers
New UAN plant capacity directly raises the availability of ammonia and nitrogen fertilizers, and the edge carries a 0.7 dependency strength.
88% confidenceUAN Solution (Urea Ammonium Nitrate, 28-32% N) →Stands to benefitRussia is the dominant sourcing country for UAN at 53.8%, so added Russian plant capacity primarily benefits the Russian supply base.
82% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Fertilizers and crop inputs · Rice · Ammonia and nitrogen fertilizers
In the MyPRIA app, this is checked against your own holdings.