Overview

• Industry body SFIA says Beijing will tighten controls through inspections and shipment delays rather than a blanket ban.
• A temporary resumption of exports has created a one-month window before the restrictions return.
• Indian specialty fertiliser companies and global sourcing firms are pre-buying to cover peak demand beginning in September.
• India sources about 80% of these fertilisers directly from China and is roughly 95% dependent overall, with limited domestic output.
• A prior halt pushed prices up around 40%, and the sector expects only partial relief from indigenous supplies by mid-season.