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Yara says supply fears are driving a fertiliser buying rush by French farmers. Soaring gas prices have pushed nitrogen fertiliser prices up roughly threefold, and manufacturers including Yara have cut output.
Some farmers may shift to less fertiliser-intensive crops such as corn or apply less product.
Gas-driven curtailments are tightening nitrogen supply, which lifts urea and ammonia costs and raises feed grain production expenses. Rising fertiliser costs could also reduce future corn plantings and tighten feed grain supply.
reuters.com29 oct 2021Tras 92 eventos alcista de macro pasados, Urea se movió una mediana de +0,0 % en 5 sesiones (50% al alza; mitad central entre -2,0 % y +3,6 %), y +4,8 % 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.
