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Yara

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uuid002p9p6

Namestring
Yara
Legal namestring
Yara International ASA
Company typeenum
Public
Founded yearint
1905
Descriptiontext

Yara International ASA is a Norwegian multinational founded in 1905 and publicly listed on the Oslo Stock Exchange under ticker YAR, operating as one of the world's largest nitrogen fertilizer producers with a sales and distribution footprint spanning 60+ countries and a workforce of 10,000+. Its core product portfolio is organized around two pillars: crop nutrition, including nitrogen fertilizers, calcium nitrate, biostimulants and foliar nutrition products (notably the YaraAmplix line), and industrial chemicals, including diesel exhaust fluid (DEF), selective catalytic reduction (SCR) systems, ammonium nitrates, and civil explosives. The company layers a digital farming stack on top of these physical products, offering Atfarm (a field-level agronomic decision tool) and the N-Sensor optical sensor platform for variable-rate nitrogen application, which together support precision agriculture across its customer base.

Yara makes money primarily through the production and sale of fertilizers and industrial chemicals via direct sales teams and established distribution networks in 60+ countries, supplemented by recurring revenue from specialty biostimulant programs and digital farming services. Its go-to-market combines global key-account industrial partnerships with region-specific agronomic advisory for agricultural customers. The company's most notable recent strategic moves include a binding 15-year offtake agreement with ACME Group for 100,000 tonnes per annum of green ammonia, parallel negotiations with Air Products & Chemicals for low-emission ammonia, expansion of the YaraAmplix specialty product line, and continued buildout of the Atfarm and N-Sensor digital platforms under dedicated leadership including JP Mohanty as Head of Digital Farming Growth and Commercialization based in India.

Short descriptiontext

Yara International ASA is a Norwegian multinational fertilizer and industrial chemicals producer founded in 1905, serving agricultural and industrial customers across 60+ countries with nitrogen fertilizers, biostimulants, and DEF/SCR solutions, complemented by Atfarm and N-Sensor digital farming tools.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
5,001–10,000
akta.pro rankint
HeadquartersRegina, Canada
HQ citystring
Regina
HQ countrystring
Canada
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
crop nutrition products, nitrogen fertilizers, industrial chemicals, precision agriculture, biostimulant solutions
Industry4 codes
PRIMARYAFABABAA
Nitrogen Fertilizers (Ammonia, Urea, UAN, Ammonium Nitrate/Sulfate)
Agriculture & Food Production/Agricultural Inputs & Agrochemicals/Fertilizers (Nitrogen, Phosphate, Potash)
SECONDARYAFABABAD
NPK/Compound & Blended Fertilizers (Granular Blends, Bulk Blending)
Agriculture & Food Production/Agricultural Inputs & Agrochemicals/Fertilizers (Nitrogen, Phosphate, Potash)
SECONDARYAFABABAI
Fertilizer Production & Granulation Services (Tolling, Compaction, Prilling)
Agriculture & Food Production/Agricultural Inputs & Agrochemicals/Fertilizers (Nitrogen, Phosphate, Potash)
SECONDARYIMAEAEAA
Nitrogen Fertilizers (Ammonia/Urea/UAN)
NAICS code1 code
  • Nitrogenous Fertilizer Manufacturing325311
Product category
Agricultural Fertilizers and Crop Nutrition
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model4 records
1Fertilizer and Crop Nutrition Products
TypeTransaction Fee
Description

Sale of fertilizers including nitrates, urea, micronutrient fertilizers, biostimulants, and specialty crop nutrition products to farmers and agricultural distributors

yaracanada.ca
2Industrial and Environmental Chemicals
TypeTransaction Fee
Description

Sale of industrial chemicals including ammonium nitrates (electronics and medical grade), diesel exhaust fluid, process chemicals, and environmental solutions for water treatment and emissions control

yaracanada.ca
3Civil Explosives and Mining Solutions
TypeTransaction Fee
Description

Supply of explosives and drilling fluids for civil construction and oil/gas exploration

yaracanada.ca
4Green Ammonia Offtake
TypeTransaction Fee
Description

Long-term offtake agreement for purchasing green ammonia produced from renewable hydrogen projects to support decarbonization goals

omanobserver.om
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Operations, Supply Chain, Personnel, Technology or R&D, Marketing or Sales, Infrastructure
GTM typeB2B
B2B
Offering typeHardware or Manufacturing
Hardware or Manufacturing
Brand1 of 6 records shown
1YaraAmplix
Description

Portfolio of biostimulant technology designed to improve nutrient use efficiency, support soil health, and amplify natural crop processes and resilience to adapt to stress in changing climate conditions.

yaracanada.ca
+5 more records
Core offering1 text field

Yara manufactures and sells nitrogen-based crop nutrition products, specialty fertilizers, biostimulants, and industrial chemicals globally. The company operates across two segments: Crop Nutrition (fertilizers, biostimulants, digital agronomy tools) and Industrial/Chemical (industrial chemicals). It also develops digital farming decision-support tools for precision agriculture.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • 100,000 tonnes per annum green ammonia commitment under 15-year offtake agreement
Product overview1 text field

Yara is a diversified crop nutrition and industrial chemical company offering a comprehensive portfolio of fertilizer products, digital farming tools, and industrial chemical solutions. The crop nutrition portfolio comprises specialized sub-brands including YaraAmplix (biostimulants), YaraLiva (calcium nitrate), YaraVita (foliar nutrition), YaraBela (premium nitrates), and YaraVera (urea products), complemented by PROCOTE fertilizer coating technology. Digital tools include Atfarm, Tankmix, N-Sensor, Megalab, ApplyIT, Conversion Calculator, and Yara Analytical Services for precision agriculture. The industrial segment provides ammonium nitrates (electronics and medical grades), civil explosives, diesel exhaust fluid, SCR systems for marine and stationary applications, concrete accelerators, latex coagulants, odor control solutions, drilling fluids, process chemicals, and solar power molten salt for renewable energy applications.

Product and service6 records
1PROCOTE
CategoryCrop Nutrition
Description

Polymer-coated fertilizer product line developed for controlled-release crop nutrition applications.

2YaraAmplix
CategoryBiostimulants
Description

Biostimulant product range designed to improve nutrient use efficiency and crop resilience.

3YaraLiva
CategorySpecialty Fertilizers
Description

Calcium nitrate-based specialty fertilizer line for high-value crops.

4YaraVita
CategorySpecialty Fertilizers
Description

Foliar applied micronutrient and specialty fertilizer product line for crop nutrition.

5N-Sensor
CategoryPrecision Agriculture
Description

Field-mounted optical sensor that measures crop nitrogen status in real time to support variable-rate fertilizer application.

6Atfarm
CategoryPrecision Agriculture Software
Description

Digital agronomy platform that uses satellite imagery to support nitrogen fertilizer decision-making for farmers and agronomists.

Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
1Air Products & Chemicals
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-12-08
Description

Air Products and Yara are in advanced negotiations to partner on low-emission ammonia projects. Air Products focuses on gases manufacturing and marketing with emphasis on hydrogen and ammonia, while Yara is a major fertilizer producer seeking to decarbonize its operations through green ammonia initiatives.

marketscreener.com
2ACME Group
Strategic tierCoreTypeStrategic or Co-development Partner
Description

ACME Group is developing India's first commercial-scale green hydrogen project at Oman's Special Economic Zone at Duqm, with Phase 1 commissioning targeted for Q4 2026. Yara has a binding 15-year offtake agreement to purchase 100,000 tonnes per annum of green ammonia starting early 2027, fully committed to the European market.

omanobserver.om
Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
1Nutrien
TypeDirect peer
Description

World's largest fertilizer producer headquartered in Canada, with overlapping nitrogen, potash, phosphate, and specialty fertilizer product lines serving the same global agricultural customer base. Both companies operate integrated crop nutrition platforms combining commodity fertilizers with digital agronomy tools.

2CF Industries Holdings
TypeDirect peer
Description

Major North American nitrogen fertilizer manufacturer producing ammonia, urea, and UAN with a comparable global distribution footprint. Directly competes with Yara in commodity nitrogen markets and increasingly in low-carbon ammonia.

3OCI Global
TypeDirect peer
Description

Dutch-based nitrogen fertilizer and methanol producer with European production assets, similar product portfolio to Yara's nitrogen and industrial chemicals segments, and overlapping decarbonization strategy in low-carbon ammonia.

4ICL Group
TypeDirect peer
Description

Israel-based specialty fertilizer producer offering phosphate, potash, and specialty plant nutrition products. Comparable in the specialty crop nutrition segment where Yara competes with YaraLiva and YaraVita.

5K+S AG
TypeDirect peer
Description

German potash and salt producer with a fertilizer portfolio targeting agricultural customers globally. Comparable European-headquartered crop nutrition company with overlapping geographic reach and customer base.

6The Mosaic Company
TypeBroad incumbent
Description

One of the world's largest producers of phosphate and potash crop nutrients with broader agricultural input operations. Overlaps with Yara in serving global farmers but focused on different nutrient chemistry (P/K vs. Yara's N strength).

7LSB Industries
TypeDirect peer
Description

US-based nitrogen chemical producer of industrial and agricultural ammonia, urea ammonium nitrate, and specialty chemicals. Competes with Yara in both crop nutrition and industrial chemicals segments in North America.

8Corteva
TypeBroad incumbent
Description

Global agricultural inputs company spanning seeds, crop protection, and digital agronomy services. Overlaps with Yara in serving farmers and in the digital farming platform space, though focused on seeds and chemistry rather than fertilizer.

9Air Products & Chemicals
TypeOthers
Description

Industrial gases giant actively partnering with Yara on low-emission ammonia projects. Comparable in hydrogen and ammonia infrastructure investment, adjacent as an industrial customer, and increasingly a competitor in green ammonia markets.

10Compass Minerals International
TypeDirect peer
Description

US-based producer of specialty plant nutrition products including sulfate of potash and micronutrient fertilizers. Comparable in the specialty crop nutrition segment, particularly for high-value crops requiring premium inputs.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks7 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature7 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Yara

Agricultural Fertilizers and Crop Nutritionsaskferco.com

Yara International ASA is a Norwegian multinational fertilizer and industrial chemicals producer founded in 1905, serving agricultural and industrial customers across 60+ countries with nitrogen fertilizers, biostimulants, and DEF/SCR solutions, complemented by Atfarm and N-Sensor digital farming tools.

What Yara does

Yara International ASA is a Norwegian multinational founded in 1905 and publicly listed on the Oslo Stock Exchange under ticker YAR, operating as one of the world's largest nitrogen fertilizer producers with a sales and distribution footprint spanning 60+ countries and a workforce of 10,000+. Its core product portfolio is organized around two pillars: crop nutrition, including nitrogen fertilizers, calcium nitrate, biostimulants and foliar nutrition products (notably the YaraAmplix line), and industrial chemicals, including diesel exhaust fluid (DEF), selective catalytic reduction (SCR) systems, ammonium nitrates, and civil explosives. The company layers a digital farming stack on top of these physical products, offering Atfarm (a field-level agronomic decision tool) and the N-Sensor optical sensor platform for variable-rate nitrogen application, which together support precision agriculture across its customer base.

Yara makes money primarily through the production and sale of fertilizers and industrial chemicals via direct sales teams and established distribution networks in 60+ countries, supplemented by recurring revenue from specialty biostimulant programs and digital farming services. Its go-to-market combines global key-account industrial partnerships with region-specific agronomic advisory for agricultural customers. The company's most notable recent strategic moves include a binding 15-year offtake agreement with ACME Group for 100,000 tonnes per annum of green ammonia, parallel negotiations with Air Products & Chemicals for low-emission ammonia, expansion of the YaraAmplix specialty product line, and continued buildout of the Atfarm and N-Sensor digital platforms under dedicated leadership including JP Mohanty as Head of Digital Farming Growth and Commercialization based in India.

Yara firmographics

Firmographics
Name
Yara
Legal name
Yara International ASA
Website
https://saskferco.com
Company type
Public
Founded year
1905
Operating status
Operating
Headcount range
5,001–10,000 employees
Short description
Yara International ASA is a Norwegian multinational fertilizer and industrial chemicals producer founded in 1905, serving agricultural and industrial customers across 60+ countries with nitrogen fertilizers, biostimulants, and DEF/SCR solutions, complemented by Atfarm and N-Sensor digital farming tools.
Ownership category
akta.pro rank

Yara industry classification

Industry
Product category
Agricultural Fertilizers and Crop Nutrition
NAICS
Nitrogenous Fertilizer Manufacturing (325311)
akta.pro industry
PRIMARYAFABABAA
Nitrogen Fertilizers (Ammonia, Urea, UAN, Ammonium Nitrate/Sulfate)
Agriculture & Food Production/Agricultural Inputs & Agrochemicals/Fertilizers (Nitrogen, Phosphate, Potash)
SECONDARYAFABABAD
NPK/Compound & Blended Fertilizers (Granular Blends, Bulk Blending)
Agriculture & Food Production/Agricultural Inputs & Agrochemicals/Fertilizers (Nitrogen, Phosphate, Potash)
SECONDARYAFABABAI
Fertilizer Production & Granulation Services (Tolling, Compaction, Prilling)
Agriculture & Food Production/Agricultural Inputs & Agrochemicals/Fertilizers (Nitrogen, Phosphate, Potash)
SECONDARYIMAEAEAA
Nitrogen Fertilizers (Ammonia/Urea/UAN)

Keywords

  • Crop nutrition products
  • Nitrogen fertilizers
  • Industrial chemicals
  • Precision agriculture
  • Biostimulant solutions

Where Yara is headquartered

Location

Headquarters

HQ city
Regina
HQ country
Canada
HQ region
North America

Offices1 record

Markets served

Yara business model

Business model
GTM type
B2B
Offering type
Hardware or Manufacturing
Cost components
Operations, Supply Chain, Personnel, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Fertilizer and Crop Nutrition Products: Sale of fertilizers including nitrates, urea, micronutrient fertilizers, biostimulants, and specialty crop nutrition products to farmers and agricultural distributors
  2. Industrial and Environmental Chemicals: Sale of industrial chemicals including ammonium nitrates (electronics and medical grade), diesel exhaust fluid, process chemicals, and environmental solutions for water treatment and emissions control
  3. Civil Explosives and Mining Solutions: Supply of explosives and drilling fluids for civil construction and oil/gas exploration
  4. Green Ammonia Offtake: Long-term offtake agreement for purchasing green ammonia produced from renewable hydrogen projects to support decarbonization goals

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Yara product offering

Product offering

Core offering

Yara manufactures and sells nitrogen-based crop nutrition products, specialty fertilizers, biostimulants, and industrial chemicals globally. The company operates across two segments: Crop Nutrition (fertilizers, biostimulants, digital agronomy tools) and Industrial/Chemical (industrial chemicals). It also develops digital farming decision-support tools for precision agriculture.

Product overview

Yara is a diversified crop nutrition and industrial chemical company offering a comprehensive portfolio of fertilizer products, digital farming tools, and industrial chemical solutions. The crop nutrition portfolio comprises specialized sub-brands including YaraAmplix (biostimulants), YaraLiva (calcium nitrate), YaraVita (foliar nutrition), YaraBela (premium nitrates), and YaraVera (urea products), complemented by PROCOTE fertilizer coating technology. Digital tools include Atfarm, Tankmix, N-Sensor, Megalab, ApplyIT, Conversion Calculator, and Yara Analytical Services for precision agriculture. The industrial segment provides ammonium nitrates (electronics and medical grades), civil explosives, diesel exhaust fluid, SCR systems for marine and stationary applications, concrete accelerators, latex coagulants, odor control solutions, drilling fluids, process chemicals, and solar power molten salt for renewable energy applications.

Differentiator

Problem solved

Functional benefit

Brands

  • YaraAmplix: Portfolio of biostimulant technology designed to improve nutrient use efficiency, support soil health, and amplify natural crop processes and resilience to adapt to stress in changing climate conditions.
  • YaraLiva
  • YaraVita
  • YaraBela
  • YaraVera
  • PROCOTE

Products and services

  • PROCOTE Polymer-coated fertilizer product line developed for controlled-release crop nutrition applications.
  • YaraAmplix Biostimulant product range designed to improve nutrient use efficiency and crop resilience.
  • YaraLiva Calcium nitrate-based specialty fertilizer line for high-value crops.
  • YaraVita Foliar applied micronutrient and specialty fertilizer product line for crop nutrition.
  • N-Sensor Field-mounted optical sensor that measures crop nitrogen status in real time to support variable-rate fertilizer application.
  • Atfarm Digital agronomy platform that uses satellite imagery to support nitrogen fertilizer decision-making for farmers and agronomists.

Quantifiable outcome

  • 100,000 tonnes per annum green ammonia commitment under 15-year offtake agreement

Companies that use Yara

Customer profile

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Yara technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature7 records

Yara partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • Air Products & ChemicalscoreStrategic or Co-development Partner · 8 December 2025Air Products and Yara are in advanced negotiations to partner on low-emission ammonia projects. Air Products focuses on gases manufacturing and marketing with emphasis on hydrogen and ammonia, while Yara is a major fertilizer producer seeking to decarbonize its operations through green ammonia initiatives.
  • ACME GroupcoreStrategic or Co-development PartnerACME Group is developing India's first commercial-scale green hydrogen project at Oman's Special Economic Zone at Duqm, with Phase 1 commissioning targeted for Q4 2026. Yara has a binding 15-year offtake agreement to purchase 100,000 tonnes per annum of green ammonia starting early 2027, fully committed to the European market.

Scale indicators3 records

Expansion highlights5 records

Yara competitors and assessment

Company assessment

Direct peers

  • Nutrien: World's largest fertilizer producer headquartered in Canada, with overlapping nitrogen, potash, phosphate, and specialty fertilizer product lines serving the same global agricultural customer base. Both companies operate integrated crop nutrition platforms combining commodity fertilizers with digital agronomy tools.
  • CF Industries Holdings: Major North American nitrogen fertilizer manufacturer producing ammonia, urea, and UAN with a comparable global distribution footprint. Directly competes with Yara in commodity nitrogen markets and increasingly in low-carbon ammonia.
  • OCI Global: Dutch-based nitrogen fertilizer and methanol producer with European production assets, similar product portfolio to Yara's nitrogen and industrial chemicals segments, and overlapping decarbonization strategy in low-carbon ammonia.
  • ICL Group: Israel-based specialty fertilizer producer offering phosphate, potash, and specialty plant nutrition products. Comparable in the specialty crop nutrition segment where Yara competes with YaraLiva and YaraVita.
  • K+S AG: German potash and salt producer with a fertilizer portfolio targeting agricultural customers globally. Comparable European-headquartered crop nutrition company with overlapping geographic reach and customer base.
  • LSB Industries: US-based nitrogen chemical producer of industrial and agricultural ammonia, urea ammonium nitrate, and specialty chemicals. Competes with Yara in both crop nutrition and industrial chemicals segments in North America.
  • Compass Minerals International: US-based producer of specialty plant nutrition products including sulfate of potash and micronutrient fertilizers. Comparable in the specialty crop nutrition segment, particularly for high-value crops requiring premium inputs.

Broad incumbents

  • The Mosaic Company: One of the world's largest producers of phosphate and potash crop nutrients with broader agricultural input operations. Overlaps with Yara in serving global farmers but focused on different nutrient chemistry (P/K vs. Yara's N strength).
  • Corteva: Global agricultural inputs company spanning seeds, crop protection, and digital agronomy services. Overlaps with Yara in serving farmers and in the digital farming platform space, though focused on seeds and chemistry rather than fertilizer.

Others

  • Air Products & Chemicals: Industrial gases giant actively partnering with Yara on low-emission ammonia projects. Comparable in hydrogen and ammonia infrastructure investment, adjacent as an industrial customer, and increasingly a competitor in green ammonia markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Yara social profiles

Digital presence

Yara financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Yara leadership team

Management profile

Number of profiles

Profiles1 record

Yara subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Yara funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Yara M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Yara

What does Yara do?

Yara manufactures and sells nitrogen-based crop nutrition products, specialty fertilizers, biostimulants, and industrial chemicals globally. The company operates across two segments: Crop Nutrition (fertilizers, biostimulants, digital agronomy tools) and Industrial/Chemical (industrial chemicals). It also develops digital farming decision-support tools for precision agriculture.

Is Yara a public or private company?

Yara is a public company. It is classified as public and is currently operating.

When was Yara founded?

Yara was founded in 1905. It employs 5,001 to 10,000 people.

Where is Yara based?

Yara is headquartered in Regina, Canada, in the North America region.

How does Yara make money?

Four revenue lines are on record. Fertilizer and Crop Nutrition Products are the primary driver. The others are industrial and Environmental Chemicals, civil Explosives and Mining Solutions and green Ammonia Offtake.

Who are Yara's main competitors?

Direct peers on record are Nutrien, CF Industries Holdings, OCI Global, ICL Group, K+S AG, LSB Industries and Compass Minerals International. Broad incumbents are The Mosaic Company and Corteva. Air Products & Chemicals is listed as an others.

Does Yara have an API?

No public API is recorded for Yara.

What industry is Yara in?

Yara's product category is Agricultural Fertilizers and Crop Nutrition. Its primary akta.pro industry code is AFABABAA, Nitrogen Fertilizers (Ammonia, Urea, UAN, Ammonium Nitrate/Sulfate), with a secondary code of AFABABAD, NPK/Compound & Blended Fertilizers (Granular Blends, Bulk Blending). Its NAICS code is 325311.

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Live signals
FinvizBernstein Reiterates Outperform on Air Products (APD) After Yara Partnership UpdateOn December 9, Bernstein SocGen Group reiterated an Outperform rating on Air Products and Chemicals, Inc. stock, maintaining a price target of $320, amid ongoing negotiations for a partnership with Yara on low-emission ammonia projects in the US and Saudi Arabia. Despite the announcement leading to an 11% drop in Air Products' stock, analysts view the collaboration as positive for long-term hydrogen demand. The partnership is poised to address investor concerns regarding hydrogen demand and involves significant investments in related projects.KRIS 6 News Corpus ChristiCity of Ingleside denies second reading of special use permit for YaREN ammonia projectThe Ingleside City Council denied the second reading of a special use permit for the YaREN blue ammonia project, effectively blocking the proposed facility after no council member seconded the motion to approve. The project, a joint venture between Enbridge and Yara, proposed a low-carbon ammonia production facility capable of producing up to 2.8 million metric tons per year, with promises of up to 4,000 construction jobs and 200 permanent positions. Residents were divided, with supporters citing economic diversification and critics raising safety concerns about locating the facility near schools.Investing.comJefferies double-upgrades Yara on tighter nitrogen market, EU policy boost By Investing.comJefferies has double-upgraded Norwegian fertilizer producer Yara to "buy" with a price target raised to NOK 440 from NOK 320, driven by tightening nitrogen market conditions, easing gas costs, and a favorable shift in European climate policy under the EU Carbon Border Adjustment Mechanism. The brokerage estimates CBAM will convert Yara's €30/t carbon-cost disadvantage into a €20/t advantage as higher-emission imports from Russia, North Africa and China face full levies from January 2026, while lower energy costs translate to approximately $120 million EBITDA improvement per $1/MMBtu change in TTF gas price. Jefferies forecasts nitrogen prices will remain tight into 2026 amid persistent outages in Saudi Arabia and Trinidad, with stronger farm economics and record Brazilian corn acreage supporting demand.Fact.MRControlled Release Fertilizer MarketThe controlled release fertilizer market is projected to grow significantly from USD 3.9 billion in 2025 to USD 6.2 billion by 2035, reflecting a CAGR of 4.8%. This expansion showcases the increasing adoption of advanced fertilizer technologies and the demand for optimized nutrient management across agricultural sectors. Key growth regions include North America, Europe, and Asia Pacific, with leading companies like ICL Group, Nutrien, and Yara playing critical roles in this market transformation.BusinessLineFertiliser maker Yara reports Q3 core profit beatYara, one of the world's largest fertilizer producers, reported third-quarter adjusted EBITDA of $804 million on October 17, 2025, beating a company-provided consensus estimate of $781 million by 3%, up from $585 million a year earlier. The beat was driven by elevated fertilizer prices due to tight supply and the company's $300 million cost-cutting program launched last year. The company also lowered its full-year capital expenditure guidance to $1.1 billion, $250 million below its original guidance.RTE.ieFertiliser maker Yara reports Q3 core profit beatYara, one of the world's largest fertiliser producers, reported third-quarter adjusted EBITDA of $804m, up 38% from a year earlier and 3% above analyst forecasts of $781m, driven by higher prices rather than volume increases. The Oslo-based company reiterated its target to achieve net fixed cost savings of $180m this year and maintained its capital expenditure guidance at $1.1 billion. Yara also said it expected lower gas costs for Q4 2025 and Q1 2026, cutting estimates by $40m and $75m respectively, following a $300m cost-cutting drive launched last year amid rising energy costs and trade tensions.Energetica IndiaLow-carbon Ammonia and Methanol Hold Potential in Energy Transition, but Face Uncertain Outlook: GlobalData - Asia PacificGlobal capacity for low-carbon ammonia and methanol is expected to expand significantly by 2030, despite project delays and market uncertainties. Companies such as Yara, Maersk, CF, and Mitsubishi are exploring investments, while projects face hurdles related to costs, safety, and infrastructure. The overall adoption of these fuels remains slow amid technical and regulatory challenges.EnergynewsACME Secures $140M in First Tranche for Oman’s Landmark Green Hydrogen and Ammonia ProjectACME Group has secured $140 million as the first installment of a $540 million financing package for its green hydrogen and ammonia project in Duqm, Oman. The project, which aims for a total investment of about $750 million, includes a long-term supply contract with Yara, covering 100,000 tonnes of green ammonia annually.MarketsandMarketsSecondary Macronutrients Market, Global Industry Size Forecast [Latest]MarketsandMarkets released a report forecasting the global secondary macronutrients market to grow from US$ 39.9 billion in 2023 to US$ 48.5 billion by 2028, driven by soil deficiencies and demand for high-value crops. The study identifies key industry players such as Nutrien Ltd., Yara, and The Mosaic Company, while noting challenges from counterfeit goods and the rising adoption of agricultural biologicals.ALCHEMProAmmonia market shifts: Cancellations, acquisitions, new green projectsThe global ammonia industry is undergoing significant changes, with investments shifting towards green ammonia projects and acquisitions as traditional low-carbon megaprojects are shelved. Key developments include Air Products canceling its Louisiana Clean Energy Complex while continuing operations of its existing facilities, and Yara acquiring a Gulf Coast ammonia production site in Texas to enhance its supply chain resilience. Australia, China, and India are emerging as pivotal players in renewable ammonia capacity, supported by government backing and international partnerships.