Memuat…
Urea hit a 13-year high in Australian dollar terms, and glyphosate rose to about A$11/kg from A$5/kg two years earlier. Chinese national authorities announced phosphate production changes, and state-owned phosphate producers were ordered to stop exporting.
Hurricane Ida also disrupted logistics.
Australia sources most of its MAP and DAP from China and most of its urea from the Middle East, so the export halt and high urea prices raise input costs for Australian grain and feed producers.
en.boerenbusiness.nlNiels van der Boom30 Sep 2021
queenslandcountrylife.com.auBrandon Long1 Okt 2021
wsj.com29 Sep 2021Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 129 peristiwa kebijakan bullish sebelumnya, Urea bergerak median -0,1% selama 5 sesi (47% lebih tinggi; separuh tengah -1,3% sampai +2,3%), dan +1,4% selama 20 sesi.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 151 peristiwa kebijakan bullish sebelumnya, DAP bergerak median +0,0% selama 5 sesi (50% lebih tinggi; separuh tengah -0,6% sampai +0,9%), dan +1,9% 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.
On 29 Sep, reports that Chinese state-owned phosphate producers were ordered to stop exports, plus Hurricane Ida logistics disruption, tightened supply and drove DAP higher.
Confirms that Chinese state-owned phosphate producers were ordered to stop exports and that Hurricane Ida disrupted logistics, which adds to supply-side and sentiment pressure on DAP on the move date.
Urea at a 13-year high, China's export restrictions and Ida logistics disruption added to supply-side tightness and sentiment.
