
Argus analysts say the Israel-Iran conflict is already disrupting fertilizer supply chains, including attacks on gas production facilities. Brazil's nutrient purchases for the 2025-26 soybean and corn crops are advancing, but product availability and Chinese phosphate policy are complicating the market.
Gas-related supply disruption and limited Brazilian product availability support nitrogen and phosphate prices ahead of the main buying season.
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.