Yara International said Russia, the largest urea exporter, remains quite active in shipments despite Western sanctions, though visibility on its trade is low. Russia's April urea exports were reported to have fallen about 25%, an estimate Yara called speculative.
China has exported very little nitrogen fertilizer.
Sanctions-driven disruption to Russia's roughly 7m tonnes of annual urea exports tightens global nitrogen supply, which supports urea prices and raises costs for feed grain growers.
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.