
Fertilizer analysts say the Israel-Iran strikes pushed North American urea prices up about $50-60 per ton, with international markets rising substantially as wartime premiums are priced in. Even without direct damage to production at that point, the market was reacting to supply risk from the region.
Iran is a major nitrogen and potash trade player, and the region is critical for global fertilizer shipments.
Wartime premiums are lifting nitrogen prices in advance of confirmed supply losses, raising the cost of fertilizer for grain and feed producers. Continued risk to Middle East exports could keep urea and related prices elevated.
Tras 205 eventos alcista de geopolítica pasados, Urea se movió una mediana de +0,4 % en 5 sesiones (53% al alza; mitad central entre -2,1 % y +3,0 %), y -0,4 % 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.