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The global urea rally has stalled this week after firm gains since mid-August. Additional Chinese export quotas, sluggish Brazilian inquiry and a moderate increase in urea flows through the Strait of Hormuz have weighed on the market.
More Chinese export quotas and softer Brazilian demand add supply and reduce buying interest, pointing to weaker urea prices until India's tender provides a new catalyst.
profercy.com02.10.2026Nach 81 vergangenen Ereignisse (bearisch, Handel) bewegte sich Harnstoff im Median über 5 Handelstage um -1,0 % (28% höher; mittlere Hälfte -7,2 % bis +0,4 %) und über 20 Handelstage um -5,5 %.
Veränderungen des Benchmarks jedes Rohstoffs seit dem letzten Schluss vor dem Ereignis. Historische Werte bündeln frühere Ereignisse derselben Art; sie beschreiben, was passiert ist, nicht was passieren wird. Keine Anlageberatung.
Reports of a stalled urea rally from extra Chinese export quotas, weak Brazilian demand and more Hormuz flows describe the bearish supply and demand drivers behind a sharp drop, though dated just after the move.
The article describes the urea rally stalling on more Chinese export quotas (supply), weak Brazilian demand and rising Hormuz flows, which fits a sharp drop; however it is dated 2026-10-02, a day after the move, so it may reflect rather than cause it, which limits confidence.
