
Urea prices stabilised after India's IPL announced a 1.5-million-tonne tender closing April 8, lifting Middle East paper futures by USD 9-13/tonne. Ammonia output in Europe is being curtailed by another producer amid high gas prices, and China's export resumption is a key uncertainty.
A large Indian tender and European ammonia curtailments support nitrogen prices, while possible Chinese exports could reverse the rally, adding cost uncertainty for feed producers.
過去の強気な貿易イベント59件の後、天然ガス は5営業日で中央値 +1.3% 動き(61% が上昇。中央50%は -2.7% から +10.6%)、20営業日では +8.0% 動きました。
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。
India's IPL announced a 1.5 Mt urea tender closing April 8, which lifted Middle East paper futures by USD 9-13/t and steadied prices, while European ammonia curtailments and uncertainty over China's exports add supply-side support, consistent with a sharp one-day rise.
India's IPL 1.5-million-tonne urea tender closing April 8 lifted Middle East futures by USD 9-13/tonne, while European ammonia curtailments from high gas prices tightened supply, both plausibly feeding a sharp urea price jump a few days later, though the event predates the move by three days and China's export uncertainty adds ambiguity.