
A Rabobank annual outlook warns that geopolitical risks, including escalating tensions with Iran, a major urea and ammonia producer, could push fertilizer prices higher in 2026. The report says New Zealand farmgate prices should stay high, supported by solid export demand.
Tensions involving Iran threaten supply of nitrogen fertilizers, which could raise input costs for feed and crop producers. Stronger farmgate prices support demand for feed.
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.