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An MP-IDSA commentary argues that the Russia-Ukraine war and Black Sea disruptions have strained global food security and fertiliser supply. Russia is a major exporter of nitrogen, potash and phosphate fertilisers, and prices escalated in the early months of the conflict.
India has responded with the One Nation One Fertiliser scheme, subsidies and increased imports of Russian fertiliser.
Tight nitrogen and other fertiliser supplies raise crop input costs and can reduce future grain and oilseed output, which supports feed ingredient prices over time. The import shifts described also shape which exporters capture Indian demand.
idsa.inRicha Kumaria9 jun 2023Tras 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.
