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The global urea rally has stalled this week after firm gains since mid-August. Additional Chinese export quotas, sluggish Brazilian inquiry and a moderate increase in urea flows through the Strait of Hormuz have weighed on the market.
More Chinese export quotas and softer Brazilian demand add supply and reduce buying interest, pointing to weaker urea prices until India's tender provides a new catalyst.
profercy.com2026/10/02過去の弱気な貿易イベント81件の後、尿素 は5営業日で中央値 -1.0% 動き（28% が上昇。中央50%は -7.2% から +0.4%）、20営業日では -5.5% 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。
Reports of a stalled urea rally from extra Chinese export quotas, weak Brazilian demand and more Hormuz flows describe the bearish supply and demand drivers behind a sharp drop, though dated just after the move.
The article describes the urea rally stalling on more Chinese export quotas (supply), weak Brazilian demand and rising Hormuz flows, which fits a sharp drop; however it is dated 2026-10-02, a day after the move, so it may reflect rather than cause it, which limits confidence.
