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China's Nitrogen Fertilizer Association set a urea export quota of 2 million tonnes, well below the 4 million tonnes initially reported, with application windows from May to September. Export certificates are valid one month and ex-factory prices are capped at May 6 levels, while DAP and MAP prices are climbing on reduced Chinese export quotas of 2 million and 1 million tonnes.
Constrained Chinese urea and phosphate exports keep global fertilizer supply tight, supporting input costs for feed producers and farmers' crop margins.
czapp.comStein Chingen Haugan2025/05/19過去の強気な政策イベント129件の後、尿素 は5営業日で中央値 -0.1% 動き（47% が上昇。中央50%は -1.3% から +2.3%）、20営業日では +1.4% 動きました。
過去の強気な政策イベント151件の後、DAP は5営業日で中央値 +0.0% 動き（50% が上昇。中央50%は -0.6% から +0.9%）、20営業日では +1.9% 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。
Reduced Chinese DAP/MAP export quotas (2 Mt and 1 Mt) constrain supply and push DAP prices higher, matching the timing of the move.
China's reduced DAP and MAP export quotas of 2 and 1 million tonnes tighten global phosphate supply and push DAP prices higher, though the news came a few days before the move.
China's 2 Mt urea export quota with ex-factory prices capped signals a resumption of Chinese supply, which weighs on global prices from tight-supply highs.
Reduced Chinese DAP/MAP export quotas of 2 Mt and 1 Mt are pushing DAP prices higher via constrained supply.
