Europe halted 70% of fertilizer production capacity and now imports massively from Russia.
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Energy crisis in 2022 spiked fertilizer prices. Ukraine war deepened market uncertainty. Polish factories struggle with ongoing problems. Poland imports most fertilizers from Russia. China expanded to over 40% of global market share. Europe dropped from 20% world production fifteen years ago. EU chemical export share declined while imports from third countries rose from 20% to 30% since 2008. Fertilizer segment financial condition far below industry average. Grupa Azoty is Europe's second-largest fertilizer supplier. Chemical industry faces improving demand outlook after weak years. Systemic and structural changes needed to restore competitiveness. EU proposes climate policy tweaks to aid sector.

Europe and the EU Poland and the Poles Agriculture Economy Energetics Green Deal

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