
Fertilizer analysts say the Israel-Iran strikes pushed North American urea prices up about $50-60 per ton, with international markets rising substantially as wartime premiums are priced in. Even without direct damage to production at that point, the market was reacting to supply risk from the region.
Iran is a major nitrogen and potash trade player, and the region is critical for global fertilizer shipments.
Wartime premiums are lifting nitrogen prices in advance of confirmed supply losses, raising the cost of fertilizer for grain and feed producers. Continued risk to Middle East exports could keep urea and related prices elevated.
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。