
The US Trade Representative proposed service fees of up to $1 million to $1.5 million per US port call for ships with Chinese ownership or Chinese-built vessels. Operators with over half of new orders at Chinese yards would face an extra $1 million per vessel.
Russian granular urea sold to Brazil at $360 to $365/t CFR, a steep discount from the previous week.
The proposed fees would push cargoes away from US ports, raising ocean freight costs and diverting shipments. Urea and other fertilizer flows to Brazil would benefit from cheaper Russian supply, which pressures prices.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 64 peristiwa logistik sebelumnya, Urea bergerak median -0,3% selama 5 sesi (48% lebih tinggi; separuh tengah -1,0% sampai +2,3%), dan -0,3% 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.