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Fertilizer prices are heading toward record highs after a series of supply shocks, including Hurricane Ida, European production slowdowns and China's phosphate export ban. StoneX's Josh Linville says urea has not yet reached 2008 highs, but the market is more supply-driven than in 2008.
Concerns are growing that prices could surpass 2008 levels.
A supply-driven shock in urea and phosphate threatens to raise production costs and reduce fertilizer application for the 2022 season. That could lift grain and feed prices.
agrimarketing.com2021. 9. 29.과거 상승 무역 이벤트 176건 이후, 요소은 5거래일 동안 중앙값 +0.1% 변동(상승 51%; 중간 50% 범위 -1.3%~+2.4%), 20거래일 동안 +1.6%.
과거 상승 무역 이벤트 193건 이후, DAP은 5거래일 동안 중앙값 +0.4% 변동(상승 54%; 중간 50% 범위 -0.3%~+1.8%), 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.
Describes a series of supply shocks (Ida, European slowdowns, China export curbs) pushing fertilizer toward record highs, reinforcing bullish sentiment.
A series of supply shocks (Ida, European slowdowns, China export curbs) pushed fertilizer toward record highs, driving panic buying and sentiment.
Cites China's export ban together with Hurricane Ida and European slowdowns as stacked supply shocks, which fed bullish sentiment in fertilizer including DAP.
