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Episode3's fertiliser model shows urea prices in Australia up about A$100/t since mid-December, but flat over the previous three weeks. Indian tender buying of about 1.27 million tonnes, with offers above 3 million tonnes, is cited as a main driver.
Escalating US-Iran tensions also threaten Middle East urea supply.
Australian farm input costs for the coming seeding season rise as urea import parity climbs. Further Indian tenders and any Middle East energy spike could push urea higher again.
farmonline.com.auAndrew Whitelaw, Episode 325 Feb 2026Setelah 176 peristiwa perdagangan bullish sebelumnya, Urea bergerak median +0,1% selama 5 sesi (51% lebih tinggi; separuh tengah -1,3% sampai +2,4%), 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.
