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China has issued urea export quotas, according to sources cited by Reuters, after banning many fertilizer exports in March. Two Chinese producers confirmed receiving quotas, and India is expected to be a major buyer.
Renewed Chinese supply could ease global urea prices that have surged since Hormuz closed, lowering nitrogen input costs for grain producers.
marketscreener.comReuters2026. 5. 27.과거 하락 정책 이벤트 34건 이후, 요소은 5거래일 동안 중앙값 -0.8% 변동(상승 38%; 중간 50% 범위 -3.3%~+1.8%), 20거래일 동안 -4.5%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
Reuters-sourced confirmation that Chinese producers received export quotas validated the return of Chinese supply, triggering sharp selling.
Reuters-sourced confirmation that Chinese producers received export quotas, with India a likely buyer, reinforced expectations of added global supply.
