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Ravensdown reports that EU tariffs on Russian fertiliser have redirected product to Brazil, China and India. The EU carbon border mechanism triggered a rush on high-carbon products before January 1, and North African urea exports to Europe pushed prices up about 15% in a week.
US tariffs on most fertiliser were lifted in November and India's urea buying has swung prices between $400 and $500 per tonne.
Trade diversions and policy-driven buying spikes are making urea and DAP prices volatile, raising input costs for feed grain producers. Uncertainty in fertilizer pricing feeds through to corn and soybean production costs.
ruralnewsgroup.co.nz27 Des 2025Setelah 318 peristiwa kebijakan bullish sebelumnya, Jagung bergerak median -0,1% selama 5 sesi (48% lebih tinggi; separuh tengah -1,4% sampai +1,5%), dan -0,2% selama 20 sesi.
Setelah 554 peristiwa kebijakan netral sebelumnya, Kedelai bergerak median +0,0% selama 5 sesi (51% lebih tinggi; separuh tengah -1,4% sampai +1,6%), dan +0,6% 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.
