読み込み中…
Urea prices edged up after a successful India tender, with Egyptian sellers concluding smaller cargoes to Europe at USD 393/tonne FOB and Dangote reportedly selling cargoes in the mid-to-high USD 340s FOB. Southeast Asian urea sales were reported in the low-to-middle USD 360s FOB, while Indonesian exports remain absent.
Suggestions of a large Chinese oversupply raise the prospect of renewed Chinese exports.
Tender-driven demand is lifting urea prices, but a possible return of Chinese export volumes could cap gains and pressure prices in the coming months. Buyers should expect firm nitrogen costs near term with downside risk if China resumes exports.
czapp.comStein Chingen Haugan2024/12/23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。
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。
A successful India tender and firmer FOB offers from Egypt, Nigeria and Southeast Asia point to stronger demand and a price uplift, though the note describes only a modest gain and flags Chinese export risk, and it predates the move by a few days.
