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Indicative price brief for Urea - Asia. Methodology: trade publications, broker reports, and industry sources reviewed by Nexchem. This is directional intelligence, not a regulated benchmark assessment.

NXP-IG-009b Industrial Gases Asia CFR India / SE Asia Updated June 2026

Urea - Asia
Price Intelligence Report

CFR India and SE Asia granular urea spot pricing. India government tender analysis, China export policy tracker, Middle East Hormuz disruption impact on Gulf supply flows, Chinese domestic coal-based urea economics, and 3-scenario price outlook. Published monthly.

Asian urea pricing is driven by a single buyer whose procurement decisions move global prices - the India government tender process sets the benchmark that every urea exporter prices against, and in 2026 India is competing for supply at the same time that the Hormuz closure has disrupted Middle Eastern urea availability from Qatar, Saudi Arabia, and the UAE, creating the conditions for a sustained price elevation above the Chinese domestic cost floor.

Asia - Granular CFR India
USD 312/MT
CFR India · Granular · Spot · June 2026
▲ +USD 34 (+12.2% vs June 2025)
MT / (Jan 2026)12-Month RangeUSD 358/ (Oct 2025)
12-Month High
USD 358/
Oct 2025
12-Month Low
MT /
Jan 2026
Annual Subscription
USD 6,900
USD 575/mo equiv · 17% saving
Used by
🏢Corporate strategy and procurement teams
💼Private equity and venture capital investors
🔬Chemical and materials R&D teams
📊Management and strategy consultants
🏦Investment banking and M&A advisory
Report Contents - 9 Sections~14 pages · PDF + Excel
01
Market Metrics
Current spot price, 12-month high and low, year on year change, and the key spread indicator - feedstock or conversion margin - that drives near-term pricing direction
02
Price by Grade
Full grade-level price table covering all commercial grades with Q2 2026 versus Q2 2025 comparison, direction indicator, and basis notation
Full data in paid report
03
Supply and Demand
Regional supply and demand balance for 2024 actual, 2025 estimated, and 2026 to 2027 forecast - production volumes, import dependency by origin, operating rates, and key capacity events
Full data in paid report
04
Capacity Atlas
Site-level producer table covering company, facility location, nameplate capacity in KT per year, production technology, current operating status, and analyst notes on reliability and qualification risk
Full data in paid report
05
Trade Flows
Import and export volume data by origin and destination with Hormuz disruption risk rating, vessel transit times, and freight cost comparison across supply routes
Full data in paid report
06
Margin Analysis
Feedstock cost and gross margin decomposition by production route - NWE naphtha versus Middle East ethane versus USGC ethane versus Chinese coal - with sensitivity table
Full data in paid report
07
Price Drivers
3 to 4 named drivers ranked by near-term price impact with quantified supply or cost effect per driver, driver-specific timeline, and risk rating
Full data in paid report
08
Forward Scenarios
Bull, Base, and Bear price ranges for Q3 2026, Q4 2026, and Q1 2027 with probability weighting, key assumptions, scenario trigger events, and a procurement recommendation for each case
Full data in paid report
09
Analyst Perspectives
Nexchem Intelligence analyst field intelligence on supply shortages, alternative source qualification timelines, geopolitical friction, and pricing pressure specific to this market
Full data in paid report
Active Supply and Market Alerts2 Active Alerts
HIGH
India Government Tender - Primary Global Price-Setting Mechanism - India government urea tenders through the India Farmers Fertiliser Cooperative and other state procurement agencies are the primary global urea price signal. With Middle Eastern supply reduced by Hormuz disruption and Russian supply reduced by sanctions, India is competing with European, Brazilian, and Southeast Asian buyers for supply primarily from Egypt, Trinidad, and East Asia.
HIGH
Middle East Urea Export Delays - Hormuz Impact on Gulf Producers - QAFCO Qatar, SABIC, and Fertil UAE are experiencing loading delays and insurance surcharges from the Hormuz closure. These producers normally supply approximately 22% of Asian urea import requirements. The reduction in their available export volumes is a significant supply tightening factor in the CFR India and CFR SE Asia markets.
Price by Grade - Q2 2026 vs Q2 2025Preview · 2 of 6 grades shown
Grade / ProductRegion / BasisQ2 2026Q2 2025Direction
Granular Urea CFR IndiaCFR IndiaUSD 312/MTUSD 278/MT↑ Rising
Granular Urea CFR SE AsiaCFR SE AsiaUSD 298/MTUSD 264/MT↑ Rising
Prilled Urea CFR SE AsiaCFR SE AsiaUSD 286/MTUSD 252/MTRising
China Domestic UreaChina domestic CNY/MTCNY 2,040/MTCNY 1,920/MTRising
China Urea FOB export ref.FOB ChinaUSD 264/MTUSD 240/MTRising
Middle East Urea FOB ref.FOB Middle EastUSD 272/MTUSD 238/MTRising
Full grade price table in paid report  ·  Subscribe from USD 6,900/yr
Supply and Demand - Market ContextPreview · Full data in paid report

Asian urea import supply sources include Middle Eastern producers QAFCO, SABIC, and Fertil whose exports are disrupted by Hormuz, Chinese domestic producers who export when Chinese domestic prices allow it, and Egyptian producers Helm Fertilizers and ElAgiba whose export logistics are unaffected by Hormuz and provide an alternative supply source for Asian buyers. Chinese domestic urea production at approximately 54 million MT per year from coal-based production in Shanxi, Xinjiang, and Inner Mongolia is the largest single supply source for global urea markets but is subject to Chinese export policy controls that limit volumes when domestic prices are elevated or domestic supply is deemed insufficient. Demand for Urea in Asia is driven by industrial process applications across fertiliser, metal processing, and chemical synthesis end uses, with pricing linked to domestic production economics and the cost of the marginal swing supply source serving regional buyers at current volume requirements. Primary Global Price-Setting Mechanism - India government urea tenders through the India Farmers Fertiliser Cooperative and other state procurement agencies are the primary global urea price signal. With Middle Eastern supply reduced by Hormuz disruption and Russian supply redu. In the current 2026 supply and demand environment, Urea pricing in Asia reflects both structural market conditions and active geopolitical supply chain disruption. The IMF confirmed in March 2026 that the closure of the Strait of Hormuz had disrupted approximately 20% of global seaborne oil and LNG supply.

For CFR India and CFR SE Asia urea, the Hormuz disruption directly reduces the availability of the largest urea export region globally. Qatar QAFCO, SABIC, and Fertil collectively represent approximately 22% of global urea export supply, and their dispatch delays and insurance surcharges are a direct supply tightening factor in the CFR India market. The combination of Hormuz-disrupted Middle Eastern supply, Russian supply reduction from sanctions, and India competing as the largest single buyer creates the most challenging nitrogen fertiliser supply environment for Asian buyers since 2022. Hormuz Impact on Gulf Producers - QAFCO Qatar, SABIC, and Fertil UAE are experiencing loading delays and insurance surcharges from the Hormuz closure. These producers normally supply approximately 22% of Asian urea imp.

🔒 Full supply and demand balance table - 2024 actual to 2027 forecast with producer operating rates, import dependency by source, and key capacity events - available in the paid report.
YoY Price Change
+12.2%
vs June 2025 · June 2026 basis
12-Month Range
MT / - USD 358/
Jan 2026 low · Oct 2025 high
Report Subscription
USD 6,900/yr
Monthly PDF + Excel · 9 sections
Field Context - Asia
The IMF confirmed in March 2026 that the closure of the Strait of Hormuz had disrupted approximately 20% of global seaborne oil and LNG supply. For CFR India and CFR SE Asia urea, the Hormuz disruption directly reduces the availability of the largest urea export region globally. Qatar QAFCO, SABIC, and Fertil collectiv...
Report Format PreviewPDF · ~14 pages · Navy structured layout

The paid report is a professionally formatted PDF with structured sections, colour-coded grade price tables, alert boxes, capacity atlas tables, a 3-scenario price outlook, and analyst cards. The accompanying Excel file contains all price data in editable format for direct integration into procurement models.

🔒
Sample page visible after subscription

Full report preview available after subscription. Illustrative mock shown above.

Analyst PerspectivesNexchem Intelligence Analysts

Every Nexchem Intelligence price report includes field-level analyst commentary covering supply shortages, qualification timelines, geopolitical friction, and pricing pressure - not generic market narrative. Nexchem analysts are active in the market and attribute all field intelligence to verifiable primary sources.

NX
Nexchem Intelligence Analyst
Head of Petrochemicals & Specialty Chemicals
Nexchem Intelligence Analyst · Field intelligence · Procurement contacts
"The India government urea tender process is the most important single procurement event in the global urea market because India buys approximately 8 to 10 million MT per year and its tender pricing cascades to every other CFR benchmark simultaneously. In 2026, India is buying into a market where two of its three primary supply sources - the Middle East and Russia - are simultaneously disrupted, which creates the conditions for above-normal tender pricing."
Nexchem Procurement View
Extended perspective and procurement recommendation locked - available in paid report
Extended analyst perspective in paid report
NX
Nexchem Intelligence Analyst
Head of Advanced Materials & Green Chemicals
Nexchem Intelligence Analyst · Field intelligence · Procurement contacts
"Chinese urea export policy is the variable that determines whether India's supply problem has a solution or not - when China allows large export volumes, it can supply 4 to 6 million MT to global markets and close the supply gaps created by Middle East and Russia disruption. When China restricts exports to protect domestic prices, the supply gap remains and CFR India pricing escalates. The Chinese export policy signal is the most important leading indicator for Asian urea pricing in H2 2026."
Nexchem Materials Intelligence View
Extended perspective and procurement recommendation locked - available in paid report
Extended analyst perspective in paid report
Forward Price Scenarios - H2 2026 to Q1 2027Bull · Base · Bear

The paid report includes full scenario assumptions, quarterly price ranges for Q3 2026, Q4 2026, and Q1 2027, probability weighting for each scenario, and a procurement recommendation tailored to each case - covering what to do if the bull case materialises, what to hedge in the base case, and how to protect exposure in the bear case.

Bull Case
USD 348 - 388
Q3 2026 · 25% probability
Full scenarios in paid report
Base Case
USD 288 - 328
Q3 2026 · 50% probability
Full scenarios in paid report
Bear Case
USD 228 - 268
Q3 2026 · 25% probability
Full scenarios in paid report
2026 Geopolitical Supply Chain ContextHormuz · US-Iran · Iranian Methanol

The IMF confirmed in March 2026 that the closure of the Strait of Hormuz had disrupted approximately 20% of global seaborne oil and LNG supply. For CFR India and CFR SE Asia urea, the Hormuz disruption directly reduces the availability of the largest urea export region globally. Qatar QAFCO, SABIC, and Fertil collectively represent approximately 22% of global urea export supply, and their dispatch delays and insurance surcharges are a direct supply tightening factor in the CFR India market. The combination of Hormuz-disrupted Middle Eastern supply, Russian supply reduction from sanctions, and India competing as the largest single buyer creates the most challenging nitrogen fertiliser supply environment for Asian buyers since 2022.

Who Uses This ReportProcurement · Strategy · Investment
🏭
Procurement and Supply Chain Teams
Category managers and procurement directors tracking feedstock costs, qualifying alternative suppliers, benchmarking contract pricing against current market levels, and managing supply disruption risk across chemical and materials categories.
📈
Corporate Strategy and Planning Teams
Strategy analysts and planning teams at chemical producers, converters, and downstream manufacturers building market sizing models, supply chain risk assessments, and competitive cost benchmarks across geographies and production routes.
💼
Private Equity and Venture Capital
Investment teams evaluating chemical sector acquisitions, monitoring portfolio company commodity exposure, conducting raw material due diligence for manufacturing investments, and assessing supply chain risk in chemical-intensive sectors.
🔍
Management Consultants and Advisors
Consulting teams advising clients on procurement strategy, supply chain transformation, cost benchmarking, commodity market exposure, and sourcing strategy across chemical, materials, and manufacturing sectors globally.
How We Collect Price IntelligenceMethodology · Sources · Limitations
Step 01
Primary Intelligence Collection
Price intelligence compiled from procurement contacts, trade desk conversations, and industry event attendance across key trading hubs including Rotterdam, Houston, Singapore, and Shanghai. Primary contacts include producers, converters, traders, and logistics providers active in each market.
Step 02
Trade Press Triangulation
Cross-referenced against trade press monitoring covering sector-specific publications and exchange data to calibrate directional accuracy and identify outliers. Where primary data differs from published benchmarks, discrepancies are noted and investigated before publication.
Step 03
Analyst Review and Estimation
Reviewed and validated by Nexchem Intelligence analysts with sector coverage experience. Where primary data is unavailable, figures are clearly labelled as Nexchem Intelligence estimates. Not a price assessment. Not for contract settlement or derivative pricing.

Important: Nexchem Intelligence price reports are indicative price intelligence, not price assessments. We are not a Price Reporting Agency and our prices are not IOSCO-compliant. For contract settlement, mark-to-market valuation, or derivative pricing, use ICIS, Argus, or S&P Global Platts. Our reports are for procurement strategy, supply chain planning, and market analysis only.

Frequently Asked Questions6 Questions
What format does the report come in?
The report is delivered as a PDF file and an accompanying Excel data file. The PDF is approximately 14 pages and includes all 9 sections with colour-coded tables, alert boxes, analyst cards, and a navy geopolitical context panel. The Excel file contains all price data tables in editable format for direct integration into procurement and financial models. Both are emailed to your registered address within 2 hours of subscription confirmation.
How often is this report updated?
Price intelligence reports are updated monthly. Annual subscribers receive a new edition automatically each month at no additional cost. The price tables reflect the most recent month available - currently June 2026 (Q2 2026 edition). Special alert updates are issued between monthly editions when a HIGH severity supply disruption occurs that materially changes the market outlook.
Is this an official price assessment like ICIS or Argus?
No. Nexchem Intelligence price reports are indicative price intelligence for procurement strategy and supply chain planning. They are not price assessments produced by an IOSCO-regulated Price Reporting Agency. They should not be used for contract settlement, mark-to-market valuation, financial reporting, or derivative pricing. For those applications, ICIS or Argus are the appropriate sources. Our differentiation is analyst depth and geopolitical context, not regulatory price assessment methodology.
Can I cancel my subscription?
Annual subscriptions are non-refundable after delivery of the first report. Monthly subscriptions can be cancelled at any time before the next billing date with no further charges. Enterprise and bundle subscriptions are governed by the terms in your subscription agreement. Contact [email protected] for any subscription queries.
Can I share the report within my organisation?
Single SKU subscriptions include 1 user seat. Analyst bundle subscriptions (5 SKUs) include 3 user seats. Procurement bundle (15 SKUs) includes 5 seats. Professional and Enterprise plans include 10 and unlimited seats respectively. Organisation-wide distribution rights are available under Enterprise licensing. Contact [email protected] to discuss multi-seat and site licence arrangements.
What sources do you use for price data?
Primary sources include procurement contacts at producers, converters, and trading companies active in each market; trade press monitoring; and analyst estimates based on public data including company reports, government agency data, and trade body statistics. We do not cite or rely on syndicated market research firms (Grand View Research, Mordor, IMARC, Statista, McKinsey, Gartner, IDC). We do not use AI-generated market data. All source data is primary and independently verified where possible.
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Urea - Asia
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Report Details
SKU IDNXP-IG-009b
PublishedQ2 2026 · June
FormatPDF + Excel
Pages~14 pages
Update cycleMonthly
DeliveryWithin 2 hours
LanguageEnglish
Included in every plan
Monthly price brief - PDF + Excel
Grade-level price breakdown - all commercial grades
Supply and demand commentary with operating rates
Capacity atlas - site-level producer detail
Trade flow intelligence with Hormuz risk rating
Feedstock and production margin analysis
3-scenario forward price outlook to Q1 2027
Analyst perspectives - Kellner and Venkat
Procurement recommendation per scenario
Weekly disruption alerts (Procurement plan+)
API data delivery (Professional plan+)
Dedicated analyst access (Enterprise only)
Methodology disclaimer: Nexchem Intelligence price reports contain indicative price intelligence compiled from primary procurement contacts, trade press monitoring, and analyst estimates. These are not price assessments in the IOSCO-regulated sense and are not produced by a Price Reporting Agency. Do not use for contract settlement, mark-to-market valuation, financial reporting, or derivative pricing. All figures are estimates. Where primary data is unavailable, figures are labelled as Nexchem Intelligence estimates. Nexchem Intelligence accepts no liability for decisions made on the basis of this report.
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