Amonia salah satu komoditas yang meroket sebulan terakhir.
ESSA = pure ammonia play. Amonia menyumbang ±85–90% total pendapatan ESSA, sementara LPG hanya 10–15%. ESSA : High-beta play on firmer ammonia. Ammonia prices have risen 30% in three months, tracking higher natural-gas inputs amid a severe winter and stronger LNG export demand.
Demand > Supply. Permintaan amonia lebih besar dari supply ya. ada gap demand.
