Memuat…
European ammonium nitrate plants are shutting down fully or partly due to high gas prices, with Polish plants Anwil and Grupa Azoty halting production and Lithuania's Achema due to close on 1 September. Imported AN was offered at £820-£835/t and urea rose to £745-£760/t delivered as buyers switched away from AN.
Gas-driven fertilizer supply cuts push nitrogen prices higher and the trade expects up to a 35% drop in fertilizer use for the coming crop, which could trim yields and raise grain costs.
fwi.co.ukSuzie Horne23 Agu 2022Setelah 323 peristiwa geopolitik bullish sebelumnya, Jagung bergerak median +0,5% selama 5 sesi (57% lebih tinggi; separuh tengah -1,5% sampai +2,9%), dan +0,9% selama 20 sesi.
Setelah 361 peristiwa geopolitik bullish sebelumnya, Gandum (SRW) bergerak median +0,7% selama 5 sesi (58% lebih tinggi; separuh tengah -1,4% sampai +3,7%), dan +1,3% selama 20 sesi.
Setelah 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.
European gas-driven shutdowns of ammonium nitrate plants (Anwil, Grupa Azoty, Achema) tightened nitrogen fertiliser supply and pushed buyers to switch to urea, lifting delivered urea prices, though the report dates to 3 days before the move and the size of a 19% one-day jump suggests other drivers also contributed.
European AN plant shutdowns pushed buyers toward urea, raising urea demand and delivered prices (£745-760/t).
