Focusing on CBAM challenges, China-Brazil synergies, and shifting logistics to connect Chinese supply with global agricultural futures.
From November 3-4, 2025, the core team of Lemandou participated in the Argus China Fertilizer Conference in Shanghai. The event served as a critical platform for dissecting the core forces shaping our industry: supply chain resilience, the green transition, and geopolitics. We engaged with global partners and distilled the following key insights and action plans.
Key Themes & Our Interpretation:
- Crossroads for Major Fertilizers: Reshaping Supply and Cost Structures
- Potash: New global project startups are reshaping trade flows. China’s securing supply through ties with Laos and Southeast Asia has profound implications for price stability.
- Sulphur & Sulphuric Acid: The rapid expansion of the global nickel industry is creating a “Metals vs. Fertilizers” battle for sulfur resources, potentially leading to structrally higher costs for phosphate and ammonium sulphate production.
- Urea & Ammonium Sulphate (Amsul): China’s evolving export policies and record Amsul exports are key global variables. Panels emphasized that developing value-added urea products is crucial for navigating domestic policy and global competition.
- Green Transition Accelerators: Policy, Technology, and Markets
- EU’s CBAM: The Carbon Border Adjustment Mechanism is an imminent trade barrier, not just an environmental policy. APAC nitrogen exporters must immediately assess product carbon footprints, where green ammonia and low-carbon urea are strategic assets for EU market access.
- Clean Ammonia Ambition: China’s vast grey ammonia capacity and clear clean ammonia projects signal a shift from importer to future exporter, opening new avenues for energy trade and low-carbon agricultural inputs.
- Demand for Sustainable Fertilizers: The growing demand in key markets like Brazil and Southeast Asia for specialized, efficient, and eco-friendly fertilizers was highlighted as a baseline requirement, not a niche trend.
- The Logistics & Geopolitics Nexus
- Geopolitics and Red Sea disruptions continue to impact global fertilizer shipping logistics, making freight costs a critical component of pricing models.
- Deepening Sino-Brazilian agricultural synergy is fostering a more resilient “China-Brazil fertilizer corridor”, ensuring stable supply and demand.
About Lemandou
Lemandou is a professional exporter of agrochemical products, serving large global agricultural enterprises and traders with high-quality fertilizers and inputs. We are not just a supplier; we are your strategic guide and risk manager in the complex global agrochemical landscape. 
Post time: Nov-17-2025