Linville: Persian Gulf Disruption Cut Indian Urea Production Up to 50%
Josh Linville · Inside the global fertilizer crunch · May 14, 2026 · at 16:50
Josh Linville, fertilizer expert at StoneX, details how downstream LNG shortages from the Persian Gulf crippled India's domestic nitrogen fertilizer production.
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“India is very reliant on those LNG exports from the Persian Gulf. That's how they feed their nitrogen plants. And just to give you a scope of size, they produce over thirty million tons of urea every single year. And at one point at their worst spot, their production rates were down to 50 or 60% of normal because of high prices, because of the lack of the input. So that's on an annualized basis, that's fifteen million tons per year that was missing. That's the equivalent of all of Europe.”
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