
Western Australia has reportedly run out of urea as unexpectedly heavy winter rains prompted farmers to start unplanned topdressing. Suppliers say they have enough stock for current orders, but there are concerns about supply if more rain arrives later in July.
Growers had earlier shown muted interest in urea because of dry-season concerns and a falling price.
A regional shortage of urea during peak topdressing can lift local nitrogen prices and tighten supply for growers. Because the tightness comes from a sudden demand surge rather than a global supply shift, the impact on international urea prices is likely to be limited.
過去の強気な天候イベント30件の後、尿素 は5営業日で中央値 +1.4% 動き(67% が上昇。中央50%は -0.3% から +1.6%)、20営業日では +9.1% 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。