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Kelewell's April 2025 analysis of China's fertilizer imports and exports highlights rising ammonium sulfate export volumes at lower prices, potash inventory replenishment, and continued urea export restrictions. It also covers phosphate rock mining quotas and the EU CBAM carbon tariff.
Continued urea export curbs and phosphate rock quotas keep Chinese supply constrained, while potash restocking supports demand, net supportive for fertilizer prices.
kelewell.deFernando ChenMay 19, 2025After 76 past bullish report events, Urea moved a median 0.0% over 5 sessions (49% higher; middle half -2.2% to +2.9%), and -0.3% over 20.
Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.
