
Trade sources in India say China's order to suspend some urea exports will have limited direct impact on India's supply, since its China imports are already small and falling. However, the decision could lift global urea prices, which had already risen about 30% in India between July and August.
Even with limited direct impact on India, the loss of Chinese tonnage and firm Brazilian and Argentine demand point to higher global urea prices and costlier import purchases.
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.
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.