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LogiChem (past event)
November 03 - 04, 2014
Hyatt Regency Philadelphia at Penns Landing, Philadelphia, PA
Contact Us: 1.888.482.6012
Neil Fleishman
Senior Industry Analyst (Fertilizers/Chemicals)
Green Markets
Check out the incredible speaker line-up to see who will be joining Neil.
Download The Latest AgendaDay 1
Tuesday, March 11th, 2014
14:15 Trends Around Ammonia, Urea And Feedstock Costs
Neil Fleishman, Senior Industry Analyst (Fertilizers/Chemicals), Green Markets
North America is currently the centerpiece of a global nitrogen expansion set to loosen long run supply and demand fundamentals across all nitrogen products and in particular urea. The shale gas boom has led to the announcements of almost 30 nitrogen projects
in North America. The North American build out also comes along the same time key global markets are looking to raise capacity. The impending over-supply will likely shrink global trade while shifting the cost curve, impacting Green Markets’ view of long run
pricing dynamics around the world.
North America is currently the centerpiece of a global nitrogen expansion set to loosen long run supply and demand fundamentals across all nitrogen products and in particular urea. The shale gas boom has led to the announcements of almost 30 nitrogen projects
in North America. The North American build out also comes along the same time key global markets are looking to raise capacity. The impending over-supply will likely shrink global trade while shifting the cost curve, impacting Green Markets’ view of long run
pricing dynamics around the world.