
India's RCF urea tender closed on 3 October for shipments to 20 November, coinciding with escalating Middle East tensions that lifted derivatives and physical offers. Egyptian granular urea rose $17/t in under five days to about $387/t FOB, and US Gulf barge prices exceeded $330/t FOB Nola for the first time since June.
Middle East suppliers are the primary source for India, so risk to those cargoes and the firm tender outcome support higher global urea prices and nitrogen input costs.
過去の強気な地政学イベント205件の後、尿素 は5営業日で中央値 +0.4% 動き(53% が上昇。中央50%は -2.1% から +3.0%)、20営業日では -0.4% 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。
The Indian tender and Middle East tensions lifted physical offers and NOLA barge prices, but the article is dated Oct 4, after the move, so it is a partial confirmation.