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Urea hit a 13-year high in Australian dollar terms, and glyphosate rose to about A$11/kg from A$5/kg two years earlier. Chinese national authorities announced phosphate production changes, and state-owned phosphate producers were ordered to stop exporting.
Hurricane Ida also disrupted logistics.
Australia sources most of its MAP and DAP from China and most of its urea from the Middle East, so the export halt and high urea prices raise input costs for Australian grain and feed producers.
en.boerenbusiness.nlNiels van der Boom30 sept 2021
queenslandcountrylife.com.auBrandon Long1 oct 2021
wsj.com29 sept 2021Todavía no hay suficientes eventos comparables pasados para una lectura histórica.
Tras 129 eventos alcista de política pasados, Urea se movió una mediana de -0,1 % en 5 sesiones (47% al alza; mitad central entre -1,3 % y +2,3 %), y +1,4 % en 20.
Todavía no hay suficientes eventos comparables pasados para una lectura histórica.
Tras 151 eventos alcista de política pasados, DAP se movió una mediana de +0,0 % en 5 sesiones (50% al alza; mitad central entre -0,6 % y +0,9 %), y +1,9 % 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.
On 29 Sep, reports that Chinese state-owned phosphate producers were ordered to stop exports, plus Hurricane Ida logistics disruption, tightened supply and drove DAP higher.
Confirms that Chinese state-owned phosphate producers were ordered to stop exports and that Hurricane Ida disrupted logistics, which adds to supply-side and sentiment pressure on DAP on the move date.
Urea at a 13-year high, China's export restrictions and Ida logistics disruption added to supply-side tightness and sentiment.
