◂ 이벤트 타임라인

2025. 10. 1.정책미국

In Kansas City, Secretary Rollins Speaks on State of Farm Economy, Announces Suite of Actions to Support American Farmers

USDA Secretary Brooke Rollins spoke at the Kansas City Agriculture Outlook Forum on the farm economy. She cited increases since 2020 of 18% in seed costs, 32% in fuel and oil, 37% in fertilizer, and 73% in interest expenses.

USDA and the Department of Justice also signed a memorandum to scrutinize competition in agricultural input markets.

중요한 이유

Rising input costs squeeze farm margins, which can reduce planting intensity and fertilizer demand over time. The antitrust review could affect feed, fertilizer and fuel pricing if it leads to enforcement.

영향 대상요소◆DAP◆

출처 1건
usda.govUSDA (.gov)2025. 10. 1.

가격 반응 및 이력

요소◆중립현재까지1d -2.9%5d -2.9%20d -3.8%

과거 중립 정책 이벤트 26건 이후, 요소은 5거래일 동안 중앙값 -1.0% 변동(상승 27%; 중간 50% 범위 -4.1%~+0.6%), 20거래일 동안 -2.5%.

2026. 7. 22.Rollins Pushes for $11 Billion in Farm Aid as Congress Weighs Trade and Input Costs - RFD+1.9%
2026. 5. 6.Hoeven Lays Out Priorities on Fertilizer, Farm Aid, Farm Bill and Trade | American Ag Network-4.5%
2022. 9. 6.As summer ends, corn growers focus on fall policy priorities | In the News | Congresswoman Michelle Fischbach-4.7%
2024. 1. 22.Congress Needs to Get Creative to Boost Reference Prices, Crop Insurance and Disaster Aid+12.6%
2023. 12. 11.(2nd LD) S. Korea to extend tariff quota on urea, fertilizer material over China's export curbs | Yonhap News Agency-3.1%

DAP◆중립현재까지1d 0.0%5d +1.3%20d +1.6%

과거 중립 정책 이벤트 29건 이후, DAP은 5거래일 동안 중앙값 +0.2% 변동(상승 55%; 중간 50% 범위 -0.4%~+1.3%), 20거래일 동안 +1.9%.

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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