Memuat…
Brazilian urea port prices rose about 14% in one month, from $405 to $461 per ton between June 26 and July 23, according to StoneX. Restrictions on shipping through the Strait of Hormuz are creating a perception of tighter supply.
Brazil and India are both competing for product ahead of their respective seasonal demand peaks.
Strong Brazilian and Indian import demand combined with Hormuz-related supply concerns supports higher urea costs for Brazilian farmers ahead of planting. Higher fertilizer costs can weigh on Brazilian margins and influence corn and soybean planting decisions.
tridge.comVictor Langat29 Jul 2026Setelah 205 peristiwa geopolitik bullish sebelumnya, Urea bergerak median +0,4% selama 5 sesi (53% lebih tinggi; separuh tengah -2,1% sampai +3,0%), dan -0,4% 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.
