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StoneX reports that global urea prices have declined faster and earlier than expected, and the market has not yet entered its usual summer lull in demand. The analyst expects continued pressure from production, the return of Chinese exports and weak demand.
Manufacturers may cut output for repairs, which could set a short-term floor.
Returning Chinese export supply and weak demand are pushing urea lower, but possible production cuts could limit the decline. Buyers should expect volatility around any supply disruptions.
stonex.comJosh Linville2024/05/01stonex.comJosh Linville2024/04/29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。
Dated on the move date, it reports prices falling faster than expected, with the return of Chinese exports and weak demand adding pressure, which is consistent with continued selling.
StoneX expects continued downward pressure from production, returning Chinese exports and weak demand, reinforcing bearish sentiment around the date of the drop.
