
India's latest urea tender offered almost 5.6 million tonnes, well above expectations, and StoneX analysts called it a major surprise. Chinese urea exports have risen sharply in 2025, potentially exceeding 4 million tonnes.
Buyers are stepping back and delaying purchases as prices come under pressure.
A surge in offered supply from India and China gives buyers leverage and is expected to push urea prices lower. Weaker purchasing from importers adds further downward pressure in the near term.
Setelah 81 peristiwa perdagangan bearish sebelumnya, Urea bergerak median -1,0% selama 5 sesi (28% lebih tinggi; separuh tengah -7,2% sampai +0,4%), dan -5,5% 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.