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UBS expects EU gas storage to reach only 74% before winter and fall to about 25% by winter-end. EU storage was 72% full on 29 September, versus 87% on the five-year average, and Asian LNG arrivals rose as Japan and Korea competition for spot cargoes increased.
A low European winter buffer and stronger Asian demand will keep European gas and ammonia-based fertilizer costs firm, which supports urea prices. Higher energy costs for European crushing and processing could add modest upward pressure on feed costs.
xxquant.com1 oct 2026Tras 76 eventos alcista de informe pasados, Urea se movió una mediana de 0,0 % en 5 sesiones (49% al alza; mitad central entre -2,2 % y +2,9 %), y -0,3 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
