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Profercy reports that China has begun issuing urea export quotas of roughly 1.5 to 1.6 million tonnes for June to August, with minimum FOB price floors of $660 per tonne for prilled and $670 for granular urea. Local Chinese prices are well below $300 per tonne FOB equivalent, and direct sales to India may be permitted at a $20 premium.
Chinese quota supply could add meaningful urea volume to a tight global market, though the high price floors may limit how much it eases international prices.
profercy.comKuganiga Kuganeswaran26 may 2026Tras 34 eventos bajista de política pasados, Urea se movió una mediana de -0,8 % en 5 sesiones (38% al alza; mitad central entre -3,3 % y +1,8 %), y -4,5 % 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.
China reopening urea exports with quotas of about 1.5-1.6 mt for June-August signals a major supply return, which drove a sharp bearish repricing.
China issuing urea export quotas (1.5-1.6 Mt for June-August) reopens a large supply source after months of absence, a direct bearish supply shock for global urea prices.
