Four India-bound fertiliser ships clear Hormuz Strait amid global trade stress
Synopsis
Key Takeaways
Four cargo vessels carrying shipments of urea, di-ammonium phosphate (DAP), and sulphur from the Persian Gulf are now en route to Indian ports after clearing the Strait of Hormuz last week, according to an official statement issued on Monday, 22 June. The ships are bound for Krishnapatnam, Kakinada, Paradeep, and Mundra, where their cargo will be offloaded to supplement the country's existing fertiliser stocks ahead of the kharif season.
India's Fertiliser Stock Position
India's cumulative fertiliser inventory as of 22 June stands at a robust 196.08 lakh metric tonnes (LMT), up from 168.67 LMT recorded during the same period last year — a year-on-year increase of over 27 LMT. The stockpile breaks down as follows: 81.44 LMT of urea, 20.92 LMT of DAP, 55.91 LMT of NPK, 12.68 LMT of MOP, and 25.13 LMT of SSP, according to the official statement.
Sales Growth After the Middle East Crisis
Total fertiliser sales recorded between 1 March 2026 and 21 June 2026 — the period following the onset of the Middle East crisis — reached 153.4 LMT, reflecting a growth of 13.2 LMT over the 140.2 LMT sold during the corresponding window last year. This uptick signals sustained agricultural momentum across the country despite global supply-chain disruptions.
Domestic Production and Import Strategy
To cushion Indian farmers from volatile global markets, the government scaled up indigenous manufacturing alongside targeted imports. Post-crisis domestic production reached 133.12 LMT, while total import arrivals at Indian ports hit 43.69 LMT during the same period, according to the statement. This dual-track approach — boosting local output while diversifying import sources — has kept supply chains intact even as global shipping lanes faced pressure.
India has also contracted 17.70 LMT of urea in its latest global tender, bringing the total urea and P&K fertiliser procurement secured from international markets to more than 90 LMT for the ongoing kharif season.
Diplomatic Coordination and Source Countries
The procurement drive was supported by active coordination with 28 Indian Missions abroad, which helped open import pipelines across multiple international corridors. Urea has been sourced from Oman, Malaysia, Vietnam, Georgia, Nigeria, Russia, Finland, Egypt, Algeria, Turkey, and the Netherlands. DAP and NPK supplies have been secured via the Red Sea shipping route from Russia, Morocco, Egypt, the USA, Jordan, South Korea, Tunisia, and Saudi Arabia.
With the kharif sowing window now open, the safe passage of these four vessels through the Strait of Hormuz offers a measure of supply assurance — though continued vigilance over Red Sea and Gulf shipping lanes will be critical in the weeks ahead.