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Iran has shut down seven of its urea and ammonia plants, reportedly over fears they could be Israeli targets, and attacks on Iranian natural gas infrastructure are also keeping output offline. Egypt's nitrogen operations were also brought to a standstill after Israel reduced natural gas flows.
Analysts say this adds to existing uncertainty around Russian and Chinese fertilizer supplies.
Iran was the third-largest urea exporter in 2024 at about 4.5 million tons, and Egypt is also a major exporter, so losing both removes significant supply. This tightens global nitrogen markets and pushes urea prices higher, raising feed-grain production costs.
agri-pulse.comOliver Ward2025. 6. 16.과거 상승 지정학 이벤트 205건 이후, 요소은 5거래일 동안 중앙값 +0.4% 변동(상승 53%; 중간 50% 범위 -2.1%~+3.0%), 20거래일 동안 -0.4%.
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.
