Yara International Asa · OSL:YAR
Yara International Asa — Q4 2024 Earnings Presentation
7 slides from Yara International Asa's earnings presentation, Dec 13, 2024
Slide 1: Pre-quarter information 4Q 2024
Pre-quarter information 4Q 2024
Slide 2: Pre-quarter information
Pre-quarter information • Prior to hosting pre-quarter calls, Yara publishes a pre-quarter information package on the website, ensuring that all externally available information relevant to model the upcoming quarter is accessible to all at the same time. • Yara has a non-guiding policy, however Yar
Slide 3: Key market prices and outside-in model
Key market prices and outside-in model Market prices Outside-in estimate, volume neutral MUSD, based on sensitivities1,2 2023 2024 Avg Avg Aug Sep Oct Nov Aug Sep Oct Nov 4Q 23 4Q 24 4Q 23 576 Ammonia FOB Arab Gulf 316 416 515 510 480 356 398 418 418 411 Fertilizers1 USD/tonne, Urea average of 389 3
Slide 4: Key considerations
Key considerations 4Q 23 • European fertilizer deliveries below historical averages as buyers were reluctant to take positions • Phosphate economics below historical averages, but on improving trend • Prices stabilized and no material position effects in 4Q23 4Q 24 • Favorable phosphate economics co
Slide 5: Market developments
Focus on key urea market developments, not representing Yara’s business Market developments Urea price developments 4Q 24 Regional developments • Following a slow period (off-season in the northern hemisphere), urea • Northern hemisphere (Europe and US) is outside main season. Imports to the prices
Slide 6: 4Q 24 Timeline
4Q 24 | Timeline At Yara, we strictly adhere to all applicable regulations governing communication with financial markets. This includes our communication process around the financial quarter. Please see the timeline for 4Q24 below: Period for pre-quarter calls: Pre-quarter information published: De
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