AdvanSix : Plant Nutrients Overview Presentation
ASIX
Published on 05/14/2026 at 07:30 am EDT
May 14, 2026
Nylon Solutions
Plant Nutrients
Chemical Intermediates
Position
Leading North American producer -
global low-cost position
Global leader - largest single-site producer of AS in the world
Leading North American positions across key product offerings
Products
Caprolactam (Flake and Molten)
Nylon 6 Resin
Nylon 6/66 Copolymer Resin
Ammonium Sulfate fertilizer
Granular
Mid-grade
Standard
Packaged Ammonium Sulfate Ammonia
Sulfuric Acid Carbon Dioxide
Acetone Phenol Cyclohexanone Cyclohexanol
Alpha-Methylstyrene Oximes
Alkyl and Specialty Amines
End-Use Applications
Carpets Engineered Plastics Packaging
Crop and lawn/turf fertilizer Herbicide adjuvants Industrial
Paints / Coatings Adhesives Electronics Building and Construction
Solvents Engineered Resins Pharmaceuticals Agrochemicals
% of Total Sales*
38%
37%
25%
Fertilizer is a Blend of Products Providing Key Plant Nutrients
The Three "Primary Nutrients":
Nitrogen (N)
Essential part of amino acids, the building blocks for protein;
Promotes growth, yields, and quality
Sources: NH3, Urea, Ammonium Nitrate, Ammonium Sulfate
Phosphorus (P)
Improves crop quality, protects against diseases; Critical at planting; important for cell division
Sources: Phosphate fertilizers (DAP, MAP, SSP)
Potassium (K)
Protects plants against diseases
Sources: Potash (Potassium Chloride)
The "Fourth Major Nutrient":
Sulfur (S)
Works hand-in-hand with N as component of amino acids and proteins
Sources: Ammonium Sulfate (S and N source), Elem Sulfur, Gypsum
Sulfur in the U.S.
Continue to see a rise in Ammonium Sulfate consumption and increases in overall industry interest in sulfur nutrition
Over time have achieved strong premiums to nitrogen - clear that growers are seeing the value proposition of sulfur nutrition
Sulfur input costs settled at multi-year highs in 2Q26
Reduced sulfur depositions due to reduction of SO2 emissions have increased grower awareness of need to include sulfur in fertilizer
Source: Lehmann, Kerschner, and Gay, AWMA-EM
SUSTAIN Program Supports Increased Bulk Blending in the U.S.
Methods Product
Progressive Markets
"Blend of multiple right sized products"
Key Use Applications
Typical method in highly mechanized, large scale agriculture operations markets such as the US, Brazil and EU
Size & uniformity of fertilizer products critical for blends which prevents product segregation
Allows for customization at farm level
"All in One"
Individual components granulated into a homogenous blend
Does not allow for nutrient customization as in bulk blends
small
Used for high value crops (vegetables, ornamentals) to minimize segregation risk; or developing regions due to farm size and fragmented value chains
Developing Markets
"Small sized and not
uniformly applied"
Predominately in less mechanized and developing markets
Low intensity applications due to smaller sized particles
Typical application on crops such as coffee and citrus
1
Urea is the most consumed N fertilizer
Urea contains solely nitrogen and sets baseline for nitrogen fertilizer
Supply and demand, energy pricing and margin producer costs impact pricing dynamics
World N Consumption 170 Million Tons
Grain is key Nitrogen consumer
2
Nitrogen consumption impacted by crop prices
Grain production impacts stock to use ratios
Consumption growing steadily driven by population increases and continued diet diversification; Globally driving need for higher yields per acre
Grain Stocks to Use
Ammonium Sulfate is both a Sulfur and Nitrogen Source
3
Ammonium Sulfate represents less than 5% of the total Nitrogen consumed and provides both nitrogen and sulfur
Reduced sulfur depositions due to reduction of SO2 emissions have increased grower awareness of need to include sulfur in fertilizer
Ammonium Sulfate quality is paramount
4
Size and uniformity are the most important customer quality needs
AdvanSix produces three different size grades of Ammonium Sulfate: Granular, Mid-Grade, and Standard
AS, 4%
Urea, 54%
Source: CRU, IFA
3000
2900
2800
2700
2600
2500
2400
2300
2200
2100
2000
34%
32%
30%
28%
26%
24%
22%
20%
18%
16%
14%
Use (M MT) Production Stocks to Use Source: Lehmann, Kerschner, and Gay, AWMA-EM
Significant Portion of North American Sales
Value Proposition of Quality and Increased Crop Yields Effectively Delivered to Key Customer Channels
Note: N = Nitrogen; P = Phosphorous; K = Potassium
Winter
Spring / Planting
Summer
Fall / Harvest
Winter
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Wheat Wheat Corn/Soy Corn/Soy Corn/Cotton Corn/Cotton/ Forage/ Other Wheat/ Wheat/ Fall Fert Fall Fert Preplant Preplant Topdress Forage/Other Fall Fert Fall Fert
Corn Corn Corn Corn Fall Fert Fall Fert Fall Fert Preplant Preplant Preplant Sidedress
Illustrative 12-Month Application Cycle
AS
NH₃
AS Application NH3 Application
Source: AdvanSix Management Estimates
Multi-Year Investment to Expand Granular Ammonium Sulfate Production
Ammonium sulfate (AS) continues to be the primary go-to for sulfur nutrition, with continued strong consumption growth. North American customers require the granular form of AS and our SUSTAIN program is designed to meet that growing need
Series of projects with multi-year investment targeting expansion of granular AS production, predominantly through increased conversion, by
~200,000 tons per year
With AS traditionally a co-product of caprolactam production, the SUSTAIN program provides enhanced flexibility for higher granular
production even with a variable caprolactam output scenario
Further improves domestic customer logistics through improved efficiency for truck and rail loading; Project is targeting no net increase in energy consumption or emissions
I n v e s t m e n t a n d R e t u r n Profile
Benefits expected to phase in over the investment period as individual components of each project come online
Expected IRR 30%+ exceeding our target hurdle rate for capex growth projects
Awarded $12M grant from USDA to support expansion of granular ammonium sulfate
2022
Baseline
2024 2025 2026 2027
Annual Investment* ($M)
~$8M
~$15M ~$15M
~$10M
# of Projects Completed
(Cumulative Year-End)
1
4
5
6
Granular Conversion % (Year-End)
~63%
~70% ~72% ~75%
~75%
Leveraging Integrated Assets to Supply Growing Regional DEF Demand
Project / Market Overview
Entered into a process design and licensing agreement to assess expansion of our integrated ammonia platform to supply the growing regional DEF market
DEF is an EPA-mandated additive for reducing NOx emissions from diesel engines, with strong
and growing demand driven primarily by Class 8 vehicle usage in the Mid-Atlantic and Northeast
Strategic
Advantage
AdvanSix's geographic position uniquely enables reliable, domestic supply to meet growing demand in a market currently served by domestic production from other regions and imports
Hopewell site already produces all required DEF inputs - carbon dioxide, ammonia, and high-purity water
Project designed with no expected impact to AdvanSix's ammonium sulfate fertilizer production
Timing and Returns
Final investment decision targeted for 1H 2027
Multi-year capital investment supporting attractive financial returns with anticipated operational start-up in 2029
Partnering with an established technology provider and engaging an engineering services firm to complete front-end engineering and design, project scoping, and cost estimation
Disclaimer
AdvanSix Inc. published this content on May 14, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 14, 2026 at 11:29 UTC.