EU to Support Fertiliser Sector Amid ETS and Energy Cost Pressures

The European Commission announced support measures for the fertiliser industry amid ETS reforms and elevated energy costs. The package aims to safeguard competitiveness across the ammonia-to-nitrates chain and accelerate the transition to cleaner technologies.

Market view. Policy clarity can stabilise capex pipelines and enable long-term contracts for low-carbon ammonia. External suppliers (e.g., MENA/CIS/China) may see export opportunities during Europe’s transition window.