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2025. 11. 19.무역미국

Tariff Exemptions Shift Fertilizer Outlook for Producers - RFD-TV

The Trump Administration confirmed that major fertilizers will be exempt from tariffs, which StoneX's Josh Linville said pushed NOLA urea down 6-8%. Some suppliers had faced tariffs of 30% or more.

UAN and NH3 were little changed, and phosphate is expected to benefit from reopened Saudi flows.

중요한 이유

Lower tariff costs make urea and phosphate cheaper to import into the US, easing spring input costs for livestock and crop producers. Nitrogen remains tight, so the relief is limited to urea and phosphate.

영향 대상요소▼DAP▼

출처 1건
rfdtv.comTony St. James, RFD-TV NEWS STAFF2025. 11. 19.

가격 반응 및 이력

요소▼하락현재까지1d +0.2%5d -0.5%20d -7.1%

과거 하락 무역 이벤트 81건 이후, 요소은 5거래일 동안 중앙값 -1.0% 변동(상승 28%; 중간 50% 범위 -7.2%~+0.4%), 20거래일 동안 -5.5%.

2024. 3. 25.US lifts tariffs on fertilizer imports | Latest Market News-12.7%
2021. 8. 5.Fertilizer prices stabilise after boom+1.4%
2022. 8. 18.Iowa farmers, ag leaders urge Tom Vilsack, Katherine Tai to lower tariffs to ease fertilizer costs-0.7%
2025. 9. 1.India’s Urea Tender on 2 September to Shape Global Fertilizer Prices --7.0%
2025. 9. 4.India’s Record Urea Tender Shakes Fertilizer Markets-0.6%

DAP▼하락현재까지1d -0.7%5d -1.4%20d -13.4%

과거 하락 무역 이벤트 40건 이후, DAP은 5거래일 동안 중앙값 -0.1% 변동(상승 38%; 중간 50% 범위 -3.7%~+0.5%), 20거래일 동안 -2.4%.

2023. 11. 8.US reduces tariffs on phosphate fertilizers from Morocco | Agriculture Dive+0.9%
2024. 3. 25.US lifts tariffs on fertilizer imports | Latest Market News-10.7%
2025. 9. 5.Indian DAP stocks exceed 2 million t by start of September | World Fertilizer0.0%
2023. 4. 27.May '23 Farmer Fertilizer Focus - Phosphates-11.9%
2024. 2. 28.March '24 Farmer Fertilizer Focus - Phosphate+5.1%

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.

요소 UREA · GP ▸

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DAP DAP · GP ▸

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