June 2024
Russian fertilizers will remain competitive in the Indian market as long as Russia maintains both low production costs and efficient supply logistics, says Egor Bespyatov, a director at Yakov and Partners
May 2024
“In 2023, exports of fertilizers to Brazil increased by 17% to 9.4 mn tonnes. It now accounts for about 80% of fertilizer imports in the region,” says Andrey Strogonov, an expert at the Yakov and Partners Research & Insights Center
September 2024
Valdis Plyavinsh, a senior analyst at Yakov and Partners, notes that the export quotas have increased by 2.3 mn tonnes vs. 2023 on the back of increased production. He explains that setting quotas today is akin to taking out an insurance policy in case of a crisis
May 2024
Yakov and Partners expert Andrey Strogonov estimates that if fertilizer sales remain at current levels, an increase in the MET may reduce producers' EBITDA margins by about 5-6 pp.