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China's Nitrogen Fertilizer Association set a urea export quota of 2 million tonnes, well below the 4 million tonnes initially reported, with application windows from May to September. Export certificates are valid one month and ex-factory prices are capped at May 6 levels, while DAP and MAP prices are climbing on reduced Chinese export quotas of 2 million and 1 million tonnes.
Constrained Chinese urea and phosphate exports keep global fertilizer supply tight, supporting input costs for feed producers and farmers' crop margins.
czapp.comStein Chingen Haugan19.05.2025Nach 129 vergangenen Ereignisse (bullisch, Politik) bewegte sich Harnstoff im Median über 5 Handelstage um -0,1 % (47% höher; mittlere Hälfte -1,3 % bis +2,3 %) und über 20 Handelstage um +1,4 %.
Nach 151 vergangenen Ereignisse (bullisch, Politik) bewegte sich DAP im Median über 5 Handelstage um +0,0 % (50% höher; mittlere Hälfte -0,6 % bis +0,9 %) und über 20 Handelstage um +1,9 %.
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.
Reduced Chinese DAP/MAP export quotas (2 Mt and 1 Mt) constrain supply and push DAP prices higher, matching the timing of the move.
China's reduced DAP and MAP export quotas of 2 and 1 million tonnes tighten global phosphate supply and push DAP prices higher, though the news came a few days before the move.
China's 2 Mt urea export quota with ex-factory prices capped signals a resumption of Chinese supply, which weighs on global prices from tight-supply highs.
Reduced Chinese DAP/MAP export quotas of 2 Mt and 1 Mt are pushing DAP prices higher via constrained supply.
