Hansa Advisors — Specialist Commodity Introduction

Active Mandates

Eleven mandates.
Verified alternative supply.

Each mandate represents a confirmed supply gap and identified sources of alternative supply across the globe. We hold signed buyer positions across all eleven and are introducing to producers now.

Commodity	Supply disruption	Alternative origins	Buyer geography	Fee basis	Status
⬡ Fertilisers
Urea	919,000 MT urea stranded 520,000 MT documented India gap North Africa –30% production	North America Africa Asia-Pacific	India, Australia, Brazil SE Asia, Africa, Turkey	Percentage of contract value Tiered by volume — spot Flat rate — offtake	Live
Ammonia	20–30% of global seaborne trade disrupted India: 80% Gulf-sourced — plants at 70% capacity OCP Morocco: double-constrained on both ammonia and sulphur	Americas Northern Europe Asia-Pacific	India — fertiliser feedstock Morocco — phosphate processing SE Asia, Turkey, industrial buyers	Percentage of contract value Tiered by volume — spot Flat rate — offtake	Live
Sulphur	44% of global seaborne trade disrupted OCP Morocco: 3.7 MT/yr gap (52% from Gulf) No substitute in phosphate fertiliser production	North America Central Asia Europe	Morocco, Indonesia, India Brazil — phosphate producers Mining — copper, nickel, uranium	Percentage of contract value Tiered by volume — spot Flat rate — offtake	Live
Potash	Belarus + Russia = 40% of global exports — constrained since 2022 Hormuz disruption compounds existing shortage EU sanctions on Belarus remain — €350/T tariff by 2028	Canada (Nutrien, Mosaic) Jordan — APC Aqaba routing Germany — K+S	India — IPL state vehicle Brazil — Mosaic, Amaggi SE Asia — palm oil sector	Percentage of contract value Tiered by volume — spot Flat rate — offtake	Live
⬡ Energy
LPG	~18 MT/yr at risk ~2 weeks domestic reserve Black market at 2–3× official price	Americas Northern Europe	India — OMCs, private importers Pakistan, Bangladesh	Percentage of contract value Tiered by volume — spot Flat rate — offtake	Live
⬡ Industrial Materials
Aluminium	Gulf = 20% of global raw aluminium exports Automotive OEMs face 18-month supplier switch timeline Inventories expected to deplete mid-2026	North America Europe Asia-Pacific	European automotive OEMs Japan — rolling mills Turkey, South Korea	Percentage of contract value Tiered by volume — spot Flat rate — offtake	Live
Ammonium Nitrate — Mining	Russia suspended AN exports March 2026 Gulf ammonia feedstock gone — producers under pressure Double disruption: feedstock AND finished product	North America Europe (Yara, Azoty) Australia (domestic)	Australia — BHP, Rio Tinto, Glencore Africa — Copperbelt, Ivanhoe DRC South America — Codelco Chile	Percentage of contract value Tiered by volume — spot Flat rate — offtake	Live
MEG	Gulf = 6.5 MT/yr MEG exports — now zero Indian polyester feedstock cost +30% (April 2026) Half of Surat's looms silent — Dhaka at 35% capacity	USA — MEGlobal, Dow, LyondellBasell South Korea — SK Geo Centric Taiwan — Formosa Plastics	India — Filatex, Reliance, Indo Rama Bangladesh — Beximco, Square Vietnam — Formosa Ha Tinh	Percentage of contract value Tiered by volume — spot Flat rate — offtake	Live
DRI / HBI	Gulf = 38% of global DRI production Global DRI output –11.2% March 2026 Green steel transition structurally dependent on DRI	Trinidad — ArcelorMittal Point Lisas Canada — ArcelorMittal Contrecoeur USA — Nucor Louisiana	Sweden — SSAB Hybrit Germany — Thyssenkrupp tkH2Steel Austria, Spain, Turkey — EAF steelmakers	Percentage of contract value Tiered by volume — spot Flat rate — term offtake	Live
⬡ Technology Materials
Helium	Ras Laffan offline — 33% of global supply removed Asian fabs in active shortage — April threshold passed No restart timeline confirmed	Africa North America Europe (via North Africa)	East Asia — semiconductor fabs HDD manufacturers Hospital groups — MRI	Per unit of volume delivered By purity grade	Live
Synthetic Graphite	Gulf = ~20% of traded petroleum coke feedstock IRA + EU Battery Regulation require non-China supply chain Crisis and regulation pushing in the same direction	USA — Rain CII Carbon, Phillips 66, ExxonMobil Germany — SGL Carbon Canada — Imerys	Korea — Samsung SDI, LG ES, SK On Japan — Panasonic/Tesla Europe — CATL Erfurt, LG Wrocław	Percentage of contract value Tiered by volume — spot Flat rate — offtake	Live

332m

Indian households
dependent on LPG

33%

Global helium supply
offline since Feb 2026

919k

Metric tonnes urea
stranded near Hormuz

$500B

Estimated value of
disrupted commodity flows

What We Do

We do not take principal risk.
We connect you with the commodities you need via deep market insight and senior industry relationships.

Fertilisers

Mandate 01

Urea

Granular urea · DAP/MAP · Bulk carrier

Roughly a third of globally traded fertiliser passes through the Strait of Hormuz. With 919,000 MT of urea stranded and the Northern Hemisphere planting window open now, buyers in India, Australia, Brazil, and Southeast Asia are urgently covering open positions. We work with major producers across North America, Africa, and Asia-Pacific who hold uncommitted export volume and verified supply capacity.

Mandate 02

Ammonia

Anhydrous ammonia · Fertiliser feedstock · Industrial · $/MT

Ammonia is the upstream input to all nitrogen fertilisers — and 20–30% of globally traded ammonia normally transits the Strait of Hormuz. India sources 80% of its ammonia imports from the Gulf; with that supply severed, Indian urea plants are running at 70% capacity. OCP Morocco faces a parallel crisis — it needs 3.7 million tonnes of ammonia annually to produce phosphate fertilisers. We hold relationships with major producers in North America, the Caribbean, Australia and Asia-Pacific.

Mandate 03

Sulphur

Elemental sulphur · Sulphuric acid feedstock · Phosphate production · $/MT

Sulphur has no substitute in phosphate fertiliser production. The Gulf supplies approximately 44% of global seaborne sulphur, and that supply has stopped entirely. OCP Morocco sources 3.7 million tonnes per year from the Gulf and has announced production cuts as a direct result. The global copper and nickel mining sector faces the same constraint. Alternative supply exists in Canada's oil sands, Kazakhstan's Tengiz field, and refineries across North America and Europe.

Mandate 04

Potash

MOP · SOP · Granular and standard grade · $/MT

Potash has been in structural shortage since 2022, when Western sanctions on Belarus and Russia constrained approximately 40% of global export capacity. The Hormuz closure compounds an already tight market. EU sanctions on Belarus remain in force and EU tariffs are escalating toward €350 per tonne by 2028. Canadian producers — Nutrien and Mosaic — are the clean, sanctions-free, Hormuz-free alternative. Arab Potash Company in Jordan, exporting via Aqaba with Indian Ocean direct access, is a further overlooked alternative.

Energy

Mandate 05

LPG — India

Propane · Butane · VLGC cargo · 44,000 MT standard

India imports 62–65% of its LPG requirement, with 85–90% normally transiting the Strait of Hormuz. With approximately two weeks of domestic reserve remaining, Indian state oil marketing companies are operating under emergency procurement authority and are sourcing from any credible origin. We hold relationships with major exporters across the Americas and Northern Europe and are actively facilitating introductions to India's largest public and private sector LPG importers.

Industrial Materials

Mandate 06

Aluminium

Primary aluminium · P1020 · Automotive grade · Rolling ingot · $/MT

The Gulf accounts for 20% of global raw aluminium exports. European automotive manufacturers — who cannot switch aluminium specifications in under 18 months — are facing a deepening supply gap as Gulf inventories deplete toward mid-2026. Japanese rolling mills and Turkish fabricators face the same constraint. Alternative primary aluminium producers in Canada, Norway, Iceland, and Australia are operational, hydropower-based, and have uncommitted volume.

Mandate 07

Ammonium Nitrate — Mining

Technical AN · ANFO · Emulsion · Mining explosives · $/MT

Ammonium nitrate is the primary explosive used in every open-pit and underground hard rock mine in the world. Without it, mining stops. Russia suspended AN exports in March 2026. Gulf ammonia — the feedstock for AN production — has been cut off by the Hormuz closure. Two independent supply disruptions are hitting feedstock and finished product simultaneously. We hold relationships with major AN producers in North America and Europe and are introducing to mining companies across Australia, Africa and South America.

Mandate 08

MEG — Monoethylene Glycol

MEG · Polyester feedstock · Chemical · $/MT

MEG is the chemical feedstock that produces polyester fibre — in 59% of all clothing globally, most PET bottles, and a large share of industrial packaging. The Gulf exported 6.5 million tonnes of MEG in 2025. That supply is now essentially zero. Polyester yarn producers in India are paying 30% more for feedstock. Half the looms in Surat are silent. Factories in Dhaka are running at 35% capacity. US ethane-based MEG producers are the primary non-Gulf alternative.

Mandate 09

DRI / HBI — Green Steel Feedstock

Direct Reduced Iron · Hot Briquetted Iron · EAF steelmaking · $/MT

The Middle East produces 38% of global DRI, the premium iron feedstock used in Electric Arc Furnace steelmaking. Global DRI output fell 11.2% in March 2026. Europe's largest steelmakers — SSAB, Thyssenkrupp, Voestalpine, ArcelorMittal — are transitioning from blast furnace to EAF plus DRI as part of mandatory decarbonisation programmes. They are structurally dependent on DRI for their green steel transition timelines, and the Gulf supply gap has arrived at the worst possible moment.

Technology Materials

Mandate 10

Helium

Semiconductor grade · HDD grade · ISO container · $/m³

The closure of Qatar's Ras Laffan — one of only two global facilities producing semiconductor-grade helium — has removed approximately a third of global supply. Industrial gas distributors in Korea and Taiwan are rationing semiconductor customers to 50–60% of contracted volume. We connect producers in Africa and North America to foundries, HDD manufacturers, and hospital groups with confirmed supply gaps and no existing producer relationships.

Mandate 11

Synthetic Graphite — EV Battery Anodes

Synthetic graphite · Petroleum coke feedstock · EV anode material · $/T

Synthetic graphite for EV battery anodes is produced from petroleum coke — a byproduct of crude oil refining. Gulf refinery curtailment is tightening petroleum coke availability at the same moment that the US Inflation Reduction Act and EU Battery Regulation require EV battery supply chains to source from non-China origins. Korean and European battery manufacturers face a simultaneous crisis shortage and a structural long-term regulatory requirement for non-China synthetic graphite.

Introduction-only. Buyer-led.

We take no inventory position, assume no price risk, and charter no vessels. We build contracted demand books, identify the right supply counterparty, and make a clean, documented introduction. The commercial negotiation, the contract, and the payment happen entirely between the buyer and seller. Our fee is agreed with the buyer in advance — a straightforward percentage of contract value, tiered by transaction volume for spot trades and flat for offtake agreements, payable at contract close or pro rata over the contract lifetime. Governed by English law.

When supply chains break, we bridge the gap.

Eleven mandates.
Verified alternative supply.

We do not take principal risk.
We connect you with the commodities you need via deep market insight and senior industry relationships.

Credibility is the
only currency that matters.

If you have supply
or demand,
let's talk.

When supply chains break, we bridge the gap.

Eleven mandates.Verified alternative supply.

We do not take principal risk.We connect you with the commodities you need via deep market insight and senior industry relationships.

Credibility is theonly currency that matters.

If you have supplyor demand,let's talk.

Eleven mandates.
Verified alternative supply.

We do not take principal risk.
We connect you with the commodities you need via deep market insight and senior industry relationships.

Credibility is the
only currency that matters.

If you have supply
or demand,
let's talk.