Researchers say urea prices rose by about $80 a ton from roughly $470 before the Iran war began. Nitrogen fertilizers such as urea are the most exposed near term to the conflict's effect on fuel and fertilizer supply.
Strait of Hormuz disruption cuts supply of a large share of traded nitrogen, keeping urea and related input costs elevated. Higher fertilizer costs can reduce planted area and application rates, which tightens grain supply.
Setelah 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.