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Urea prices have stayed elevated in China and Europe since early November 2025, supported by tightening inventories and winter stockpiling. Chinese national urea inventories fell to about 1.444 million tons amid active export activity, following China's suspension of fertilizer exports and India's latest urea tender.
Tight urea supplies and China's export suspension raise nitrogen input costs for grain and oilseed growers, which can support crop prices over time. The effect on feed commodities is indirect and mainly runs through farm input costs.
chemanalyst.comLi HuaNov 27, 2025After 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.
After 729 past bullish trade events, Corn moved a median +0.4% over 5 sessions (56% higher; middle half -1.1% to +1.8%), and +0.5% 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.
