Memuat…
The WTO-AXSMarine tracker shows fertilizer shipments through the Strait of Hormuz staying near zero in early September 2026. Middle Eastern producers are rerouting cargoes via the Red Sea, Suez and pipelines at higher cost.
Iran and Oman agreed on safe shipping coordinates in August, but insurance and security concerns have kept traffic from recovering. Sulfur prices remain above $1,000/t, and phosphate output is being cut in Egypt, Brazil and India.
With roughly 20% of global nitrogen trade normally passing through Hormuz, the blockage keeps urea supply tight and raises freight costs. Reduced phosphate output from sulfur shortages supports DAP prices.
ukragroconsult.com14 Sep 2026Setelah 49 peristiwa logistik bullish sebelumnya, Urea bergerak median -0,3% selama 5 sesi (45% lebih tinggi; separuh tengah -1,3% sampai +2,2%), dan -0,4% selama 20 sesi.
Setelah 31 peristiwa logistik bullish sebelumnya, DAP bergerak median +0,5% selama 5 sesi (58% lebih tinggi; separuh tengah -0,4% sampai +0,9%), dan +1,6% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
