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Indicative price brief for Urea - US Gulf Coast. Methodology: trade publications, broker reports, and industry sources reviewed by Nexchem. This is directional intelligence, not a regulated benchmark assessment.
USGC granular urea FOB NOLA spot and contract pricing. CF Industries Mosaic and Koch Fertilizer operating rate tracker, Henry Hub natural gas feedstock cost, spring and fall agricultural application demand cycle, export market opportunities to NWE and India, and 3-scenario price outlook. Published monthly.
USGC urea at USD 318 per metric tonne FOB NOLA is up 15.2% year on year in the same pattern as USGC ammonia - elevated global urea pricing from Hormuz-disrupted Middle Eastern supply is pulling export demand toward US Gulf Coast producers, simultaneously with elevated Henry Hub gas costs from European LNG demand tightening the US gas market and increasing USGC urea production cost.
USGC urea production is anchored by CF Industries at Donaldsonville Louisiana with approximately 2.1 million MT per year - the world largest single ammonia and urea production site - and at Yazoo City Mississippi and Medicine Hat Canada, Koch Fertilizer at Enid Oklahoma and Augusta Georgia, and Mosaic at Faustina Louisiana. USGC natural gas at Henry Hub of approximately USD 3.84 per MMBtu in June 2026 gives USGC producers a production cost advantage over European TTF-based producers at EUR 34 per MMBtu but a disadvantage versus Middle Eastern gas-subsidised producers. The Henry Hub gas cost increase from USD 2.96 in June 2025 to USD 3.84 in June 2026 - linked to tighter US gas supply from elevated European LNG export demand - has increased USGC urea production cost by approximately USD 36 per metric tonne, partially offsetting the global price improvement. Demand for Urea in US Gulf Coast 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. European and Indian Buyers Seeking US Supply - European nitrogen buyers displaced from Middle Eastern supply and Indian buyers competing for global supply are increasing purchase orders at USGC producers. CF Industries has reported above-normal export booking rates for Q3 2026,. In the current 2026 supply and demand environment, Urea pricing in US Gulf Coast 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 USGC urea, the Hormuz disruption creates simultaneous demand and cost effects. The demand tailwind comes from European and Asian buyers displaced from Middle Eastern urea supply turning to USGC as an alternative. The cost headwind comes from elevated Henry Hub natural gas costs as European LNG demand tightens the US gas market. USGC Corn and Soybean Application Season - USGC spring agricultural urea application for corn and soybean planting has maintained above-trend demand in Q1 and Q2 2026, supported by strong corn and soybean commodity pri.
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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.
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.
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 USGC urea, the Hormuz disruption creates simultaneous demand and cost effects. The demand tailwind comes from European and Asian buyers displaced from Middle Eastern urea supply turning to USGC as an alternative. The cost headwind comes from elevated Henry Hub natural gas costs as European LNG demand tightens the US gas market. These two effects partially offset each other, producing the net USD 42 per metric tonne FOB NOLA price increase that is lower than the USD 44 to USD 64 per metric tonne increase at Middle Eastern FOB benchmarks where only the demand effect applies without a cost offset.
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