
Yara says supply fears are driving a fertiliser buying rush by French farmers. Soaring gas prices have pushed nitrogen fertiliser prices up roughly threefold, and manufacturers including Yara have cut output.
Some farmers may shift to less fertiliser-intensive crops such as corn or apply less product.
Gas-driven curtailments are tightening nitrogen supply, which lifts urea and ammonia costs and raises feed grain production expenses. Rising fertiliser costs could also reduce future corn plantings and tighten feed grain supply.
Setelah 92 peristiwa makro bullish sebelumnya, Urea bergerak median +0,0% selama 5 sesi (50% lebih tinggi; separuh tengah -2,0% sampai +3,6%), dan +4,8% 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.