Yara shuts Pilbara ammonia plant for two months
Change
Yara closed its Pilbara ammonia plant after a power outage damaged critical systems, taking offline roughly 850,000 tonnes-per-year of ammonia production and delaying restart until at least late May 2026.
Why it matters
Domestic and export buyers cannot rely on Pilbara-sourced ammonia for the next two months, narrowing immediate supply options for fertiliser and explosives production. Finding replacement volumes is constrained by existing global disruptions to ammonia and urea trade through the Strait of Hormuz, increasing the difficulty of urgent sourcing alternatives.
Implications
- • Fertiliser manufacturers' procurement teams must book alternative ammonia or urea feedstock shipments now or arrange production cuts if feedstock deliveries do not arrive before Pilbara restarts.
- • Mining companies' explosives procurement teams must secure replacement ammonia for onsite explosive manufacture or adjust blasting schedules and mining plans to avoid operational delays.
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