Urea-related pricing impact.
https://jobbersworld.com/2026/03/20...st-disruptions-u-s-def-supply-remains-secure/
https://jobbersworld.com/2026/03/20...st-disruptions-u-s-def-supply-remains-secure/
DEF (Urea) Supply Chain Disruption News
- Thread starter BBDartCA
- Start date
no, you can't just pee in the urea tank 
I wonder if there will be a run on DEF like toilet paper during covid.
It’s industrially produced by converting natural gas to ammonia. Then reacted with carbon dioxide to make urea.
So it does take a “petroleum” product. That being Natural gas.
Large-scale commercial urea production plants use the Basarov reaction through the synthesis of ammonia and carbon dioxide at 170 – 220 ℃ and 125 – 250 bar [10]. The ammonia is mainly synthesized by the hydrogen derived from fossil fuels (natural gas and coal), while carbon dioxide mainly comes from the acid gas removal (AGR) process in the ammonia synthesis [11]. According to the IEA report [11], urea is the largest-volume derivative of ammonia, which consumes more than half of the annual production of ammonia. Due to the ammonia supply, urea is thus mostly produced using natural gas globally, while in China 97% of the ammonia feedstock is via coal gasification [12]. Producing a tonne of urea requires a minimum of 0.73 tCO2, and nearly 130 MtCO2 is utilised for urea production annually, but the bulk is released downstream in the agriculture sector, sometimes only days later [11]. These emissions accounted for about 9% of CO2 emissions (1.4 GtCO2) in the chemical sector in 2019 [13]. Therefore, green urea production is important for mitigating climate change, and approaching net-zero emissions in the latter half of this century to achieve the Paris Agreement’s goal of limiting the global temperature rise to “well below 2 ℃”.
https://www.sciencedirect.com/science/article/abs/pii/S0306261920317712
4wd
$50 site donor 2026
220°C? Probably did that with some of the NG too!
If you want a non petroleum product affected by closure of the strait, it is aluminum coming from the smelter complex in Bahrain. Smelting aluminum requires huge amounts of electricity and Bahrain has that from their natural gas power plants. A spike in aluminum prices had occurred due to the issue.
Is DEF produced regionally, so they could just distribute it more widely...or is that a zero sum deal for that region?
In my case with Lima OH.
It’s going to affect the entire region. Not enough time to schedule rail cars from other areas. Not enough over supply in other areas to direct a ton of excess product. So it’s going to pinch the mid west market.
Maybe suspend emission requirements and regulations . Re calibrate the ECM. Wartime measures. As much as I am for clean air we need to keep the trucks moving. Keep America moving. What a mess
CleanSump
Site Donor 2026
That won't help short term because engines that require DEF are in machines that will go into limp mode. Software updates to turn it off? I tend to doubt it would happen in this country.
Just as a coincidence, the Bahrain aluminum plant was hit yesterday.
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