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The EU has finalized anti-dumping duties on Russian and Belarusian fertilizers, pushing Russian urea to other markets. China is set to resume urea exports, though shipments may take about 60 days for customs processing, and Chinese product is reportedly barred from India's 1.5 Mt tender closing June 12.
Trade restrictions on Russian supply and limited Chinese flows tighten global urea availability, supporting prices. Higher nitrogen costs raise corn and wheat production costs over the medium term.
czapp.comStein Chingen Haugan2025/06/02過去の強気な貿易イベント176件の後、尿素 は5営業日で中央値 +0.1% 動き（51% が上昇。中央50%は -1.3% から +2.4%）、20営業日では +1.6% 動きました。
過去の中立な貿易イベント480件の後、トウモロコシ は5営業日で中央値 +0.2% 動き（54% が上昇。中央50%は -1.1% から +1.6%）、20営業日では +0.7% 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。
Dated on the move day: China resuming urea exports and being barred from India's 1.5 Mt tender point to more supply and less demand for Chinese product, a bearish shift in trade flow expectations, though a -19% one-day drop is far larger than this alone explains.
China resuming urea exports and being barred from India's tender, plus Russian urea redirected by EU duties, adds supply to non-India markets and removes buyers' fear of scarcity, a bearish driver.
China resuming exports, Russian urea being redirected to other markets, and Chinese product barred from India's tender add supply to non-India markets, bearish for prices.
It says China is set to resume urea exports and that Chinese product is barred from India's tender, while Russian urea is redirected to other markets, adding supply-side bearish pressure and uncertainty.
