
Indian fertiliser importers expect higher costs if coronavirus disruptions in China shut plants and extend workers' holidays. Chinese New Year celebrations were cancelled and China's fertiliser exports could decline.
Reduced Chinese output of fertilizer would tighten global supply and could push DAP and other fertilizer prices higher, raising feed-grain input costs over time.
過去の強気な疾病イベント11件の後、DAP は5営業日で中央値 +0.9% 動き(64% が上昇。中央50%は 0.0% から +3.3%)、20営業日では +2.9% 動きました。
過去のあらゆる種類の強気イベント758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 -1.6% から +2.7%)、20営業日では +1.3% 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。
Expected Chinese plant closures and lower fertiliser exports from the coronavirus raise import cost expectations for DAP buyers like India, a supply-side driver of the price jump.
Chinese plant closures and cancelled holidays could cut China's fertiliser exports, raising import costs for buyers like India and lifting DAP prices through supply and trade-flow effects.
Expected Chinese plant closures and lower fertiliser exports raise import-cost expectations for major DAP buyer India, supporting DAP prices through supply and sentiment channels.