Vietnam's Plant Production and Protection Department held a conference with fertilizer producers to discuss stabilizing fertilizer prices and securing crop supply. Companies reported that the Middle East conflict since late February 2026 has raised transport, raw material and production costs.
Vietnam's urea capacity is about 2.8 million tons per year against domestic demand of about 2.1 million tons, leaving a surplus that firms want to export.
Higher Middle East-driven input costs and tight global nitrogen supply lift urea and fertilizer prices, which feed into farm production costs and feed grain economics. Vietnam's surplus and export balancing is a modest offset that may limit regional urea price gains.
過去の強気な地政学イベント205件の後、尿素 は5営業日で中央値 +0.4% 動き(53% が上昇。中央50%は -2.1% から +3.0%)、20営業日では -0.4% 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。