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Middle East urea spot prices rose above $480/t FOB, up 18% since early January, and North African deals pushed prices above $500/t for the first time since November 2025. China is absent from export trade due to a lack of export quotas, and Iranian seasonal gas diversions are removing up to 450,000 t/month from the market.
Tight export supply from China, Iran and Indonesia meets expected US and Indian buying, which supports firm urea prices into spring. Higher fertilizer costs squeeze feed-grain margins and raise input costs for feed producers.
profercy.comChris Yearsley4 feb 2026Dopo 176 eventi commercio rialzista passati, Urea si è mosso in mediana di +0,1% in 5 sedute (51% in rialzo; metà centrale da -1,3% a +2,4%), e di +1,6% in 20.
Variazioni del benchmark di ciascuna materia prima rispetto all'ultima chiusura prima dell'evento. Le letture storiche raggruppano eventi passati dello stesso tipo; descrivono ciò che è accaduto, non ciò che accadrà. Non è consulenza di investimento.
Supply cutbacks (no Chinese export quotas, Iranian seasonal gas diversions of up to 450kt/month) combined with US and Indian demand lifted urea spot prices, which is a direct supply and trade-flow driver, though published after the move date.
