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Australia imported 64pc of its 2025 urea from the Persian Gulf, and current domestic supplies last only until mid-April. Southeast Asian producers are mostly sold out for March, and Oman is the only Gulf source still shipping.
Growers who now want volumes face limited offers.
Australia's peak import season coincides with supply loss from the Gulf, so buyers will bid for alternative cargoes and push up urea prices. Higher nitrogen costs affect Australian grain and feed production.
argusmedia.comSusannah Cornford, Ed Dunlop25 mar 2024Tras 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.
