Memuat…
Profercy reports that China has begun issuing urea export quotas of roughly 1.5 to 1.6 million tonnes for June to August, with minimum FOB price floors of $660 per tonne for prilled and $670 for granular urea. Local Chinese prices are well below $300 per tonne FOB equivalent, and direct sales to India may be permitted at a $20 premium.
Chinese quota supply could add meaningful urea volume to a tight global market, though the high price floors may limit how much it eases international prices.
profercy.comKuganiga Kuganeswaran26 Mei 2026Setelah 34 peristiwa kebijakan bearish sebelumnya, Urea bergerak median -0,8% selama 5 sesi (38% lebih tinggi; separuh tengah -3,3% sampai +1,8%), dan -4,5% 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.
China reopening urea exports with quotas of about 1.5-1.6 mt for June-August signals a major supply return, which drove a sharp bearish repricing.
China issuing urea export quotas (1.5-1.6 Mt for June-August) reopens a large supply source after months of absence, a direct bearish supply shock for global urea prices.
