
China's urea industry expanded capacity sharply, with output rising 9.58 million tons between 2022 and 2024, a 17% increase. Growth came mainly from coal-based production while fixed-bed output declined.
The industry is shifting from scale-driven growth toward quality-focused competition.
Structural oversupply from China's capacity build-out pressures global urea prices lower, lowering nitrogen costs for corn growers. Persistent excess supply reduces the likelihood of a sustained fertilizer-driven rally.
Setelah 770 peristiwa laporan netral sebelumnya, Jagung bergerak median +0,2% selama 5 sesi (54% lebih tinggi; separuh tengah -1,1% sampai +1,6%), dan +0,7% 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.