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Urea prices edged up after a successful India tender, with Egyptian sellers concluding smaller cargoes to Europe at USD 393/tonne FOB and Dangote reportedly selling cargoes in the mid-to-high USD 340s FOB. Southeast Asian urea sales were reported in the low-to-middle USD 360s FOB, while Indonesian exports remain absent.
Suggestions of a large Chinese oversupply raise the prospect of renewed Chinese exports.
Tender-driven demand is lifting urea prices, but a possible return of Chinese export volumes could cap gains and pressure prices in the coming months. Buyers should expect firm nitrogen costs near term with downside risk if China resumes exports.
czapp.comStein Chingen Haugan2024. 12. 23.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%.
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.
A successful India tender and firmer FOB offers from Egypt, Nigeria and Southeast Asia point to stronger demand and a price uplift, though the note describes only a modest gain and flags Chinese export risk, and it predates the move by a few days.
