Three major fertilizer manufacturers have suspended urea production after the federal government curtailed RLNG supplies amid the prevailing regional situation, market sources said.

According to channel checks conducted by JS Research, the affected plants include Fatima Fertilizer, FFC Port Qasim, and Agritech Limited. The interruption in gas supply has forced all three facilities to shut down their urea production lines.

The brokerage expects the shutdown to continue until around mid-August, although the duration remains uncertain and will depend on government directives and the restoration of RLNG supplies. If gas availability improves sooner than expected, production could resume as early as this week.

The disruption comes only weeks after the Economic Coordination Committee (ECC) approved continued gas supplies to RLNG-based fertilizer plants to sustain domestic urea production and help prevent shortages ahead of the upcoming Rabi sowing season.

Pakistan’s installed urea production capacity is generally sufficient to meet domestic demand. However, an extended suspension of operations at these plants could lower local output, tighten inventories, and increase the risk of supply shortages if RLNG supplies are not restored within the expected timeframe.