I. China’s Urea Export Policy
Restriction (2025.6.30)
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Export Suspension: Customs inspections (“法检”) halted since June 7, 2024, reducing exports to 259.6k MT (Jan-Nov 2024 vs. 3.91M MT in 2023).
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Rationale: Prioritize domestic agricultural/industrial demand and stabilize prices amid rising capacity (67.23M MT production in 2024).
2025 Outlook
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Likely Deregulation: Predicted due to:
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Overcapacity: 70M MT annual output vs. 60M MT CHINA domestic demand (1,000k MT surplus).
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Price Arbitrage: International prices $100-150/t above CHINA domestic levels.
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Food Security Buffer: Increased grain imports reduce urea export constraints.
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II. Urea Classification & Technical Specifications
Basic Properties
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Chemical Formula: CO(NH₂)₂
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Nitrogen Content: 46% (Minimum 46.0% for standard grade)
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Solubility: 105g/100mL at 20°C (neutral pH)
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GHS Classification:
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H302: Harmful if swallowed
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H319: Causes serious eye irritation
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Production Process
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Feedstock Preparation:
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Coal-based: Gasification → H₂ + N₂ → NH₃ (70% of China’s production)
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Gas-based: Steam reforming → NH₃ (Dominant in Russia/US)
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Synthesis: NH₃ + CO₂ → Ammonium carbamate (140 bar, 180°C)
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Purification: Dehydration to 99.7% molten urea
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Granulation: Prilling (1-2mm) or granulation (2-4mm)
III. Global Urea Production (2024)
Country | Production (M MT) | Feedstock | Market Share |
---|---|---|---|
China | 67.23 | Coal (70%) | 29% |
India | 25.10 | Gas | 11% |
Russia | 18.45 | Gas | 8% |
USA | 12.30 | Coal/Gas | 5% |
Key Notes:
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China’s CR10=30% (fragmented market)
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Coal price volatility directly impacts urea production costs (+$10/ton coal → +$30/ton urea)
IV. Urea Product Variants & Applications
Type | Characteristics | Agronomic Use |
---|---|---|
Prilled Urea | 1-2mm, fast dissolution | Top-dressing, foliar spray |
Granular Urea | 2-4mm, slow release | Blended fertilizers, mechanized application |
Peptide Urea | 46% N + polyaspartic acid (enhances micronutrient uptake) | High-value crops, stress resistance |
Slow-Release Urea | NBPT-coated (extends efficacy to 80-120 days) | Rice paddies, no-till farming |
Polymer-Coated Urea | 38-42% N, controlled-release membranes | Horticulture, precision agriculture |
Urea-Formaldehyde | 40-120 day longevity (methylene urea polymers) | Golf courses, turf management |
V. Urea Application Guidelines
Critical Practices
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Avoid:
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Mixing with alkaline fertilizers (e.g., CaCO₃ → NH₃ volatilization)
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Surface broadcasting (30% N loss vs. 15% with deep placement)
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Seed contact (biuret >2% causes phytotoxicity)
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Recommend:
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Apply 4-7 days earlier than ammonium fertilizers
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Band placement (10-15cm depth, soil moisture >60%)
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Combine with organic/P/K fertilizers (balanced nutrition)
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Efficiency Metrics
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NUE (Nitrogen Use Efficiency): 25-35% for conventional urea vs. 50-65% for polymer-coated urea
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Temperature Effects:
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10°C: 7-10 days for NH₄⁺ conversion
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30°C: 2-3 days for NH₄⁺ conversion
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VI. Future Trends
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Green Urea: Coal-to-ammonia CCS projects (e.g., Sinopec’s 1M MT/year facility)
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Export Liberalization: Expected Q3 2025 for surplus volumes
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Circular Economy: Struvite recovery from wastewater (potential 5% urea substitution)