Yara pre-close brief flags 2Q outside-in EBITDA estimate of USD 1.28 billion

  • Yara issued a 2Q 2026 pre-close pack with a volume-neutral outside-in EBITDA estimate of USD 1.28 billion based on published sensitivities.
  • Fertilizer and ammonia benchmarks rose sharply versus 2Q 2025, lifting the modelled uplift from ammonia to USD 652 million.
  • Natural gas was set to cut EBITDA by USD 120 million, with the package also referencing USD 150 million gas cost guiding based on forward curves.
  • Pilbara outage, Belle Plaine turnaround seen reducing volumes by 150,000 tonnes urea, 140,000 tonnes ammonia; EBITDA hit estimated at USD 100-150 million.
  • Results call set for July 17, 2026, with the quarterly results release scheduled for 8 a.m. the same day.


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