Exclusives from our Fertilizer portal – 21 May 2024

Argument-1: New kinds of players can be a threat to the domestic fertilizer industry

New kind of players are now knocking on the doors of the fertilizer industry.

And the industry must not be reticent but keep a keen eye on these developments as surviving the future depends on taking proactive action now

Argument-2: The cost of substituting grey ammonia with green will be too high

The counterargument is that India does not have the appetite to fund the ammonia revolution in the fertilizer industry

And a very cogent argument to that effect is made out here

The cost of substitution in the decontrolled industry, for example, is too high

And even if IFFCO says it will be viable to do so as it has tied up for green ammonia for its DAP plants, this argument proves that it will be difficult to do so

Chinese are pushing up DAP prices, but will that hold?

The Chinese are trying to hold back the bearish trend in DAP prices

But will they succeed?

DAP imports: Working on good faith

Those who are trading in imported decontrolled fertilizers are doing so in good faith

As is evident from the observations made on this particular player

Profits plummet: Will the government help out?

Profits have plummeted for this fertilizer giant

Why is that so?

And will the situation improve going ahead?