Loading…
Episode3's fertiliser model shows urea prices in Australia up about A$100/t since mid-December, but flat over the previous three weeks. Indian tender buying of about 1.27 million tonnes, with offers above 3 million tonnes, is cited as a main driver.
Escalating US-Iran tensions also threaten Middle East urea supply.
Australian farm input costs for the coming seeding season rise as urea import parity climbs. Further Indian tenders and any Middle East energy spike could push urea higher again.
farmonline.com.auAndrew Whitelaw, Episode 3Feb 25, 2026After 176 past bullish trade events, UREA moved a median +0.1% over 5 sessions (51% higher; middle half -1.3% to +2.4%), and +1.6% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
