Blue Low-Carbon Ammonia Industry: Current Status, Trends, Outlook, and Strategic Planning Recommendations Report 2026

3.8.1 Ma’aden — Basic Information, Blue Low-Carbon Ammonia Production Bases, Headquarters, Competitors, and Market Position 3.8.2 Ma’aden — Blue Low-Carbon Ammonia Product Specifications, Parameters, and Market Applications 3.8.3 Ma’aden — Blue Low-Carbon Ammonia Sales Volume, Revenue, Pricing, and Gross Margin in the Chinese Market (2021–2026) 3.8.4 Ma’aden — Company Profile and Core Business Activities 3.8.5 Ma’aden — Latest Corporate Developments 3.9 PAO NOVATEK 3.9.1 PAO NOVATEK — Basic Information, Blue Low-Carbon Ammonia Production Bases, Headquarters, Competitors, and Market Position 3.9.2 PAO NOVATEK — Blue Low-Carbon Ammonia Product Specifications, Parameters, and Market Applications 3.9.3 PAO NOVATEK — Blue Low-Carbon Ammonia Sales Volume, Revenue, Pricing, and Gross Margin in the Chinese Market (2021–2026) 3.9.4 PAO NOVATEK — Company Profile and Core Business Activities 3.9.5 PAO NOVATEK — Latest Corporate Developments 3.10 ADNOC Group 3.10.1 ADNOC Group — Basic Information, Blue Low-Carbon Ammonia Production Bases, Headquarters, Competitors, and Market Position 3.10.2 ADNOC Group — Blue Low-Carbon Ammonia Product Specifications, Parameters, and Market Applications 3.10.3 ADNOC Group — Blue Low-Carbon Ammonia Sales Volume, Revenue, Pricing, and Gross Margin in the Chinese Market (2021–2026) 3.10.4 ADNOC Group — Company Profile and Core Business Activities 3.10.5 ADNOC Group — Latest Corporate Developments 3.11 LSB Industries 3.11.1 LSB Industries — Basic Information, Blue Low-Carbon Ammonia Production Bases, Headquarters, Competitors, and Market Position 3.11.2 LSB Industries — Blue Low-Carbon Ammonia Product Specifications, Parameters, and Market Applications 3.11.3 LSB Industries — Blue Low-Carbon Ammonia Sales Volume, Revenue, Pricing, and Gross Margin in the Chinese Market (2021–2026) 3.11.4 LSB Industries — Company Profile and Core Business Activities 3.11.5 LSB Industries — Latest Corporate Developments 3.12 Equinor 3.12.1 Equinor — Basic Information, Blue Low-Carbon Ammonia Production Bases, Headquarters, Competitors, and Market Position 3.12.2 Equinor — Blue Low-Carbon Ammonia Product Specifications, Parameters, and Market Applications 3.12.3 Equinor — Blue Low-Carbon Ammonia Sales Volume, Revenue, Pricing, and Gross Margin in the Chinese Market (2021–2026) 3.12.4 Equinor — Company Profile and Core Business Activities 3.12.5 Equinor — Latest Corporate Developments 3.13 Uniper 3.13.1 Uniper — Basic Information, Blue Low-Carbon Ammonia Production Bases, Headquarters, Competitors, and Market Position 3.13.2 Uniper — Blue Low-Carbon Ammonia Product Specifications, Parameters, and Market Applications

Nitrogen Gas / Nitrogen Fertilizers — Latest Analysis (Middle East Situation)

Key Insights: Current urea prices ($618–683/ton) remain far below the 2022 peak of $1,009/ton, yet have surged 70–80% within just three weeks. Should the Strait remain closed through the spring planting season (April–May), prices may approach the 2022 level. III. Comparative Analysis of Listed Nitrogen Fertilizer Companies 3.1 Valuation Overview Company Ticker Country Share Price Market Cap P/E Revenue (FY25) EBITDA Margin Dividend Yield Analyst Rating CF Industries CF USA $124.90 $19.2B 13.9x $7.08B ~41% 1.6% Hold Nutrien NTR Canada $76.50 $36.8B 16.0x ~$27.0B ~22% 2.9% Buy Yara International YAR.OL Norway NOK 516 ~$12.0B 10.0x $15.7B ~18% 4.3% Buy OCI Global OCI.AS Netherlands €3.09 €652M N/M $1.09B ~8% N/A Hold (in liquidation) LSB Industries LXU USA $14.77 ~$1.1B ~45x $615M ~26% 0% Hold Mosaic MOS USA $23.65 $7.5B 7–16x $12.1B ~20% 2.8% Mixed Grupa Azoty ATT.WA Poland PLN 18.74 ~$450M N/M $3.4B Low N/A Hold SABIC Agri-Nutrients 2020.SR Saudi Arabia SAR 116.60 ~$6.2B ~14x ~$2.5B ~35% 5%+ Buy China Blue Chemical http://3983.HK China HKD 3.32 ~$2.0B ~8x ~$1.5B ~20% 5%+ Strong Buy Hubei Yihua 000422.SZ China CNY 13–19 ~$2.0B ~30x ~$2.4B ~10% ~1% Hold 3.2 Key Private/Government-Owned Players Company Country Capacity Current Status (as of March 2026) QAFCO (Qatar Fertiliser Company) Qatar 5.6M tons urea + 3.8M tons ammonia/year ⚠️ Fully停产 — Hormuz Strait closure + LNG facilities attacked IFFCO India 4.24M tons urea/year Operational, but Middle East imports disrupted SKW Piesteritz Germany ~1.2M tons ammonia/year Under severe pressure from high gas prices; Germany’s largest ammonia/urea producer Borealis/OMV Austria ~2.0M tons fertilizers/year Reducing output due to high TTF gas prices Achema Lithuania ~2.0M tons fertilizers/year Largest Baltic fertilizer producer, impacted by EU gas prices Togliattiazot Russia ~3.0M tons ammonia/year Constructing Taman export terminal; export capacity constrained by sanctions

LSB Industries Q3'26 Earnings Preview: Revenue Estimate at $165.37M

Oct 21, 2026

LSB Industries Inc. is scheduled to announce Q3'26 earnings on October 28, with revenue estimates at $165.37 million and EPS at $0.16. The preview includes historical comparisons of reported versus estimated financial performance.

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2026-04-30

LSB Industries, Inc. Reports Operating Results for Q1 2026

2026-04-30

LSB Industries Reports Strong First-Quarter 2026 Earnings Growth

2026-05-01

LSB Industries (LXU) Q1 EPS Turnaround Tests Bullish Margin Narratives

2026-05-01

LSB Industries, Inc. (NYSE:LXU) Q1 2026 Earnings Call Transcript

2026-05-03

LSB Industries Reports Q1 2026 Earnings Beat