Episode 1333: Global melamine podcast: upstream urea and ammonia focus

LONDON (ICIS)--European Melamine Editor Melissa Hurley interviews Senior Editor Sylvia Traganida, Deputy Managing Editor Deepika Thapliyal, Market Reporter Joy Foo and Connor Phillips.Market factors to consider ahead of May:Asia Melamine market grappling with weak demand and increasing supplyAsia exports dropped in March but expected to flow into Europe May/JuneReduced melamine supply in Europe offset by ongoing sluggish demand conditionsNo tariff impact on US melamine so farGlobal urea demand expected to slow from H2 MayChina not resuming urea exports yet despite the domestic season endingSubdued European Ammonia demand; waiting for nitrates market to pick upNatural gas TTF prices softened, but European fertilizer producers reluctant to ramp up production due low demand