> I guess the recent move in urea likely isn’t coming from energy costs, something fertilizer-specific, exports, shipping, or supply One of India's SOEs recent

> I guess the recent move in urea likely isn’t coming from energy costs, something fertilizer-specific, exports, shipping, or supply One of India's SOEs recently paused Urea production at some plants due to NatGas issues from the ongoing conflict [0]. Additonally, India began reducing purchasing of Russian LNG in late 2025. India also launched a tender to purchase urea on the global market in February [1]. This led to a double whammy for urea in the short term given how Indian agriculture is heavily Urea dependent (around 70-80% of all fertilizers used in India are Urea). But the same SOE recently announced it's restarted operations earlier today [2] and India has restarted spot purchases of what appears to be Russian LNG [3][4] that was originally destined for Europe (especially Hungary and Slovakia). Edit: can't reply I'm not a god damn LLM and I do not use AI to write my comments. If you can't engage with an argument, then fuck off. [0] - https://www.tribuneindia.com/news/punjab/gas-shortage-halts-urea-production-at-nangal-bathinda-plants-of-nfl/ https://www.tribuneindia.com/news/punjab/gas-shortage-halts-... [1] - https://www.rfdtv.com/india-urea-tender-tightens-global-fertilizer-supplies-again https://www.rfdtv.com/india-urea-tender-tightens-global-fert... [2] - https://www.tribuneindia.com/news/bathinda/nfl-bathinda-plant-resumes-operations-claims-director-technical/ https://www.tribuneindia.com/news/bathinda/nfl-bathinda-plan... [3] - https://www.reuters.com/business/energy/india-securing-additional-lng-supplies-non-middle-eastern-sources-government-2026-03-10/ https://www.reuters.com/business/energy/india-securing-addit... [4] - https://interfax.com/newsroom/top-stories/116517/ https://interfax.com/newsroom/top-stories/116517/