
China's halt on specialty fertiliser shipments to India has pushed up global prices but has not caused a supply shortage, according to an Elara Securities analyst. Alternative sources include the Middle East, North Africa and Russia.
Export blocks raise prices for specialty fertilisers even without physical shortages, so buyers should expect elevated costs.
After 199 past policy events, Urea moved a median -0.5% over 5 sessions (43% higher; middle half -2.0% to +1.9%), and -0.5% over 20.
Not enough comparable past events yet for a historical read.
After 250 past policy events, DAP moved a median +0.1% over 5 sessions (53% higher; middle half -0.6% to +1.3%), and +1.5% 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.