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India's NFL urea tender on 2 September drew about 5.6 million tonnes of offers from 25 suppliers, though the figure includes short positions and double counting. Lowest offers were $462.45/t CFR east coast India and $464.70/t CFR west coast, and sentiment has shifted lower.
Parallel tenders from Dangote in Nigeria and EABC in Ethiopia are also in the market.
Heavy supplier readiness and a wide pool of origins point to a looser global urea balance into Q4, which pressures prices. The depth of the correction depends on how many Chinese tonnes are committed to India.
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。