
StoneX fertilizer analyst Josh Linville says China is tightening urea exports while India is seeking more tonnage, and international urea values rose more than $100 per ton over the holiday weekend. He notes that higher urea prices shift demand toward anhydrous and UAN.
Rising urea prices are likely to push US farmers toward cheaper nitrogen alternatives such as anhydrous and UAN, supporting those prices during a large fall application season.
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。
Dated the same day as the move, it reports international urea values up over $100/ton over the holiday weekend as China tightens exports and India seeks more tonnage, a direct supply and demand driver.
China tightening urea exports while India seeks more tonnage lifted international urea values by over $100/ton over the holiday weekend, directly explaining the spike.