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Profercy reports that China has begun issuing urea export quotas of roughly 1.5 to 1.6 million tonnes for June to August, with minimum FOB price floors of $660 per tonne for prilled and $670 for granular urea. Local Chinese prices are well below $300 per tonne FOB equivalent, and direct sales to India may be permitted at a $20 premium.
Chinese quota supply could add meaningful urea volume to a tight global market, though the high price floors may limit how much it eases international prices.
profercy.comKuganiga Kuganeswaran2026/05/26過去の弱気な政策イベント34件の後、尿素 は5営業日で中央値 -0.8% 動き（38% が上昇。中央50%は -3.3% から +1.8%）、20営業日では -4.5% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
China reopening urea exports with quotas of about 1.5-1.6 mt for June-August signals a major supply return, which drove a sharp bearish repricing.
China issuing urea export quotas (1.5-1.6 Mt for June-August) reopens a large supply source after months of absence, a direct bearish supply shock for global urea prices.
