Indian Urea Producers Shut Plants as Iran War Cuts LNG Flows

Some urea producers in India have shut plants or advanced annual maintenance after Qatari LNG supplies — a key feedstock — were suspended due to the Iran war, causing immediate production disruption. Expect near-term reductions in domestic urea output, upward pressure on fertilizer prices and potential margin and revenue hits for affected companies until alternative feedstock or imports are secured.

Analysis

Some urea producers in India have shut plants or advanced annual maintenance after Qatari LNG supplies — a key feedstock — were suspended due to the Iran war, causing immediate production disruption. Expect near-term reductions in domestic urea output, upward pressure on fertilizer prices and potential margin and revenue hits for affected companies until alternative feedstock or imports are secured.