Limited AN supply sees further move to urea

과거 상승 물류 이벤트 49건 이후, 요소은 5거래일 동안 중앙값 -0.3% 변동(상승 45%; 중간 50% 범위 -1.3%~+2.2%), 20거래일 동안 -0.4%.

• 2026. 1. 28.Fertiliser prices start to rise amid supply disruption - Farmers Weekly+10.6%
• 2021. 9. 24.U.S. Farmers Face Supply Shortages, Higher Costs After Hurricane Ida - AgWeb+6.2%
• 2023. 4. 19.Barge operations to stop as Mississippi rises increasing costs to farmers+2.3%
• 2022. 7. 6.Fertiliser supply chain | Maersk+2.2%
• 2024. 7. 18.Canadian Railway Strike Poses Threat to Global Supply Chain | Food Logistics+0.8%

과거 상승 물류 이벤트 54건 이후, 천연가스은 5거래일 동안 중앙값 -1.8% 변동(상승 43%; 중간 50% 범위 -5.7%~+6.2%), 20거래일 동안 +5.1%.

• 2022. 9. 7.Global scramble for LNG tankers likely to boost gas prices further+0.7%
• 2022. 9. 27.Looming Feedstock Prices and Supply Constraints Pressurized the Methionine Prices in the U.S-11.5%
• 2024. 4. 29.Natural Gas Futures Rally Above $2 on LNG Rebound, Supply Slowdown; Cash Jumps+25.8%
• 2023. 9. 1.European gas price jumps almost 40% over supply disruption fears-3.6%
• 2020. 12. 11.Algeria’s LNG Supply Disruptions Add to Global Market Tightness - Bloomberg+6.7%