
Fertilizer producers are reporting their strongest profits in years as the Russia-Ukraine conflict pushed prices for potash, nitrogen, phosphate, urea and ammonia to new highs. Russia is a major supplier of these crop nutrients.
Nitrogen-focused producers such as CF Industries are cited as main beneficiaries.
Supply disruption from Russia has kept nutrient prices elevated, raising input costs for grain and feed producers. The strong producer earnings reflect tight supply rather than a sign of near-term relief.
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.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
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.