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Wesfarmers' WesCEF division lifted fiscal 2026 earnings 18.5% to A$473 million, driven by higher fertilizer and spodumene prices. Its second-half fertilizer business weakened as the Middle East conflict raised import costs and disrupted supply.
CSBP responded by raising local output, diversifying sourcing and building inventory.
Supply disruption and elevated import costs kept fertilizer prices high in the second half, and continued exposure to supply shocks in fiscal 2027 supports nitrogen input costs for feed producers.
fertilizerdaily.com28 Agu 2026Setelah 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.
