Nexchem Intelligence
New: The Hormuz Shock Is Not a Price Story. It Is a Supply Chain Architecture Story. Read Analysis ->
Home/Price Trends/Urea - Middle East

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

NXP-IG-011 Industrial Gases Middle East FOB Middle East Updated June 2026

Urea - Middle East
Price Intelligence Report

FOB Middle East granular and prilled urea spot pricing. QAFCO Fertil and SABIC export terminal disruption analysis, Hormuz closure export logistics assessment, natural gas feedstock cost advantage, India and Europe destination market impact, and 3-scenario price outlook. Published monthly.

Middle Eastern urea producers are experiencing the same Hormuz export paradox as ammonia and polyolefins - the FOB price is 14.5% above June 2025 because the Hormuz disruption is removing their supply from the global market and tightening balances everywhere, but they cannot fully dispatch at that premium because the tanker delays, alternative routing costs, and insurance surcharges are consuming a significant portion of the FOB price improvement in delivered economics.

Middle East - Granular FOB Middle East
USD 268/MT
FOB Middle East · Granular · June 2026
▲ +USD 34 (+14.5% vs June 2025)
MT / (Feb 2026)12-Month RangeUSD 298/ (Oct 2025)
12-Month High
USD 298/
Oct 2025
12-Month Low
MT /
Feb 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
Strait of Hormuz - QAFCO Fertil and SABIC Export Delays - Qatar QAFCO at Mesaieed, Fertil at Ruwais Abu Dhabi, and SABIC at Jubail are the primary Middle Eastern urea exporters. All three are experiencing vessel loading and dispatch delays from the Hormuz closure, with tanker turnaround times extending from normal 2 to 3 days to 12 to 16 days at affected terminals. Effective export volumes are estimated at 70% to 75% of pre-disruption baseline.
MEDIUM
Middle East FOB to CFR Differential - Surcharge Impact on Delivered Economics - The Hormuz surcharge of USD 24 to USD 38 per metric tonne is reducing the effective margin improvement that Middle Eastern producers capture from elevated global urea pricing. At FOB USD 268 per metric tonne with a USD 31 average surcharge, Middle Eastern producers are effectively netting USD 237 per metric tonne equivalent versus USD 234 per metric tonne in June 2025 - minimal improvement despite the headline FOB increase.
Price by Grade - Q2 2026 vs Q2 2025Preview · 2 of 6 grades shown
Grade / ProductRegion / BasisQ2 2026Q2 2025Direction
Granular Urea FOB Middle EastFOB Middle EastUSD 268/MTUSD 234/MT↑ Rising
Prilled Urea FOB Middle EastFOB Middle EastUSD 252/MTUSD 218/MT↑ Rising
Granular Urea CFR India est.CFR India est.USD 312/MTUSD 278/MTRising
Granular Urea CFR NWE est.CFR NWE est.USD 342/MTUSD 298/MTRising
Hormuz Export Surcharge est.USD/MT additionalUSD 24-38/MTUSD 0/MTRising
Natural Gas Production Cost est.USD/MT urea~USD 52/MT~USD 48/MTRising
Full grade price table in paid report  ·  Subscribe from USD 6,900/yr
Supply and Demand - Market ContextPreview · Full data in paid report

Middle Eastern urea production capacity is among the lowest cost globally, using subsidised natural gas at approximately USD 52 per metric tonne of urea production cost versus USD 112 per metric tonne for European gas-based producers at current TTF pricing. QAFCO at Mesaieed Qatar with approximately 3.2 million MT per year of urea capacity is the world largest single-site urea producer. Fertil at Ruwais Abu Dhabi adds approximately 1.4 million MT per year and SABIC at Al-Jubail adds approximately 1.8 million MT per year. Together these three producers account for approximately 18% of global urea export supply, making the Hormuz disruption to their dispatch logistics the single largest supply shock to the global urea market since the 2022 Russia-Ukraine supply disruption. Demand for Urea in Middle East 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. QAFCO Fertil and SABIC Export Delays - Qatar QAFCO at Mesaieed, Fertil at Ruwais Abu Dhabi, and SABIC at Jubail are the primary Middle Eastern urea exporters.

All three are experiencing vessel loading and dispatch delays from the Hormuz closure, with tanker turnaround times ext. In the current 2026 supply and demand environment, Urea pricing in Middle East 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 FOB Middle East urea, the Hormuz disruption is the primary and direct pricing driver - QAFCO, Fertil, and SABIC are the three largest Middle Eastern urea exporters and all three require Hormuz transit for significant portions of their export logistics. The FOB price of USD 268 per metric tonne reflects the scarcity premium that Middle Eastern urea disruption creates globally, but the effective net realisation for producers after surcharge deduction is substantially below the headline FOB improvement. Surcharge Impact on Delivered Economics - The Hormuz surcharge of USD 24 to USD 38 per metric tonne is reducing the effective margin improvement that Middle Eastern producers capture from elevated global urea pricing. .

🔒 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
+14.5%
vs June 2025 · June 2026 basis
12-Month Range
MT / - USD 298/
Feb 2026 low · Oct 2025 high
Report Subscription
USD 6,900/yr
Monthly PDF + Excel · 9 sections
Field Context - Middle East
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 FOB Middle East urea, the Hormuz disruption is the primary and direct pricing driver - QAFCO, Fertil, and SABIC are the three largest Middle Eastern urea exporters and al...
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
"QAFCO is the most commercially frustrated producer in the global nitrogen market right now - the world largest single-site urea producer, with the lowest production cost globally, in a market where its supply is most needed and cannot get to buyers because the only exit route from Mesaieed requires transiting the Strait of Hormuz. The FOB price increase of USD 34 per metric tonne is partially offset by the surcharge, leaving QAFCO with minimal net improvement despite setting a rising market."
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
"The Hormuz surcharge mathematics for Middle Eastern urea are the clearest illustration of why FOB pricing alone is insufficient for supply chain decision-making in 2026 - a USD 34 per metric tonne FOB increase partially offset by a USD 31 per metric tonne average Hormuz surcharge leaves Middle Eastern producers with approximately USD 3 to USD 10 per metric tonne of effective net improvement, while buyers pay the full FOB increase plus the delivery surcharge."
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 296 - 330
Q3 2026 · 25% probability
Full scenarios in paid report
Base Case
USD 248 - 282
Q3 2026 · 50% probability
Full scenarios in paid report
Bear Case
USD 190 - 224
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 FOB Middle East urea, the Hormuz disruption is the primary and direct pricing driver - QAFCO, Fertil, and SABIC are the three largest Middle Eastern urea exporters and all three require Hormuz transit for significant portions of their export logistics. The FOB price of USD 268 per metric tonne reflects the scarcity premium that Middle Eastern urea disruption creates globally, but the effective net realisation for producers after surcharge deduction is substantially below the headline FOB improvement.

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.
Related Price Intelligence ReportsSame Chemical · Other Regions

Subscribe to multiple regional SKUs for the same chemical to track cross-regional arbitrage economics, trade flow competitiveness, and supply source comparison. Bundle pricing applies at 5 or more SKUs - see subscription plans above.

Urea - Middle East
Price Intelligence Report · Monthly PDF + Excel · Q2 2026
Single SKU · Monthly
USD 690/mo
No commitment · Cancel any time
Single SKU · Annual ★ Best Value
USD 6,900/yr
USD 575/mo equivalent · 1 user seat
Save 17% vs monthly billing
Analyst Bundle · Any 5 SKUs
USD 14,900/yr
Any 5 regional SKUs · 3 user seats
Save 31% vs monthly
Enterprise · All 130 SKUs
Custom from USD 48K/yr
API + Dashboard + Dedicated analyst access
PDF + Excel delivered within 2 hours of payment
Annual subscribers receive monthly updates automatically
Report Details
SKU IDNXP-IG-011
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.
Reports Prices Home Insights