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The EU has finalized anti-dumping duties on Russian and Belarusian fertilizers, pushing Russian urea to other markets. China is set to resume urea exports, though shipments may take about 60 days for customs processing, and Chinese product is reportedly barred from India's 1.5 Mt tender closing June 12.
Trade restrictions on Russian supply and limited Chinese flows tighten global urea availability, supporting prices. Higher nitrogen costs raise corn and wheat production costs over the medium term.
czapp.comStein Chingen Haugan2 juin 2025Après 176 événements commerce haussier passés, Urée a varié en médiane de +0,1 % sur 5 séances (51 % de hausses ; moitié centrale de -1,3 % à +2,4 %), et de +1,6 % sur 20.
Après 480 événements commerce neutre passés, Maïs a varié en médiane de +0,2 % sur 5 séances (54 % de hausses ; moitié centrale de -1,1 % à +1,6 %), et de +0,7 % sur 20.
Variations du benchmark de chaque matière depuis la dernière clôture avant l'événement. Les lectures historiques regroupent les événements passés de même nature ; elles décrivent ce qui s'est passé, pas ce qui arrivera. Ceci n'est pas un conseil en investissement.
Dated on the move day: China resuming urea exports and being barred from India's 1.5 Mt tender point to more supply and less demand for Chinese product, a bearish shift in trade flow expectations, though a -19% one-day drop is far larger than this alone explains.
China resuming urea exports and being barred from India's tender, plus Russian urea redirected by EU duties, adds supply to non-India markets and removes buyers' fear of scarcity, a bearish driver.
China resuming exports, Russian urea being redirected to other markets, and Chinese product barred from India's tender add supply to non-India markets, bearish for prices.
It says China is set to resume urea exports and that Chinese product is barred from India's tender, while Russian urea is redirected to other markets, adding supply-side bearish pressure and uncertainty.
