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Fertilizer analysts say the Israel-Iran strikes pushed North American urea prices up about $50-60 per ton, with international markets rising substantially as wartime premiums are priced in. Even without direct damage to production at that point, the market was reacting to supply risk from the region.
Iran is a major nitrogen and potash trade player, and the region is critical for global fertilizer shipments.
Wartime premiums are lifting nitrogen prices in advance of confirmed supply losses, raising the cost of fertilizer for grain and feed producers. Continued risk to Middle East exports could keep urea and related prices elevated.
agweb.com2025. 6. 13.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.
