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The article says high coal costs and rising rail freight have squeezed urea producers' margins, contributing to industry operating rates below 52% and potentially limiting output. It argues that lower production, export demand, and delayed fertilizer stockpiling could tighten domestic supply through winter, though buyers may resist high prices.
Higher input and transport costs, combined with restricted operating rates, could reduce available urea supply and support prices. Delayed stockpiling may add to later seasonal supply pressure, although buyer resistance could temper gains.
fxbwd.comNov 9, 2026After 49 past bullish logistics events, Urea moved a median -0.3% over 5 sessions (45% higher; middle half -1.3% to +2.2%), and -0.4% 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.
