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China's Nitrogen Fertilizer Association set a urea export quota of 2 million tonnes, well below the 4 million tonnes initially reported, with application windows from May to September. Export certificates are valid one month and ex-factory prices are capped at May 6 levels, while DAP and MAP prices are climbing on reduced Chinese export quotas of 2 million and 1 million tonnes.
Constrained Chinese urea and phosphate exports keep global fertilizer supply tight, supporting input costs for feed producers and farmers' crop margins.
czapp.comStein Chingen Haugan19 may 2025Tras 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.
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.
Reduced Chinese DAP/MAP export quotas (2 Mt and 1 Mt) constrain supply and push DAP prices higher, matching the timing of the move.
China's reduced DAP and MAP export quotas of 2 and 1 million tonnes tighten global phosphate supply and push DAP prices higher, though the news came a few days before the move.
China's 2 Mt urea export quota with ex-factory prices capped signals a resumption of Chinese supply, which weighs on global prices from tight-supply highs.
Reduced Chinese DAP/MAP export quotas of 2 Mt and 1 Mt are pushing DAP prices higher via constrained supply.
