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USDA's Prospective Plantings survey shows US corn acres rising about 4.73 million to roughly 95.3 million, the highest since 2013. Mid-South states add a combined 670,000 corn acres, up 31% from a year ago.
Urea prices in the region are up 33% since January, and University of Arkansas economists attribute the rise mainly to demand from corn acreage rather than tariffs.
Larger corn acreage points to heavier corn supply later in the year, which is bearish for corn prices. The added nitrogen demand keeps fertilizer costs elevated for growers.
uaex.uada.edu30 Apr 2025uaex.uada.edu30 Apr 2025Setelah 1.102 peristiwa laporan bearish sebelumnya, Jagung bergerak median -0,2% selama 5 sesi (47% lebih tinggi; separuh tengah -1,8% sampai +1,3%), dan +0,0% selama 20 sesi.
Setelah 76 peristiwa laporan bullish sebelumnya, Urea bergerak median 0,0% selama 5 sesi (49% lebih tinggi; separuh tengah -2,2% sampai +2,9%), 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.
Record-high corn acreage since 2013 raises nitrogen demand, a fundamental demand driver supporting the urea price rise.
Corn acreage at its highest since 2013 raises nitrogen demand, and Mid-South urea is up 33% since January, a demand-side driver of the rally.
Record corn acreage lifts nitrogen demand in the US, a fundamental driver of rising urea prices.
Record corn acreage lifts fertilizer demand and supports higher urea prices, but it is a slower-moving structural driver and does not explain a single-day jump.
