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Middle East urea producers have withdrawn offers as the conflict escalates. Granular urea was $490-495/t fob on 27 February before the attacks.
Vessel owners are reluctant to cross the Strait of Hormuz, which threatens deliveries from Qatar, Saudi Arabia, Bahrain and the UAE, which together shipped 12.6mn t in 2024.
The region's producers account for a large share of seaborne urea, so a halt in their exports removes a major supply source during peak import months. This is strongly bullish for global urea and nitrogen prices.
argusmedia.comHarry Minihan25 Mar 2024Setelah 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.
