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China reopened urea exports in June 2026 with a minimum price of about $660/t, then shifted by September to an annual export quota of roughly 3.3 million tonnes and lower FOB floors of about $430-440/t for most destinations and about $500/t for India.
Chinese export quotas and lower price floors add significant supply to the global urea market, pressuring international nitrogen prices lower.
fertilizerdaily.comKim Clarksen2026. 6. 2.과거 하락 정책 이벤트 34건 이후, 요소은 5거래일 동안 중앙값 -0.8% 변동(상승 38%; 중간 50% 범위 -3.3%~+1.8%), 20거래일 동안 -4.5%.
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.
China reopening urea exports with a quota of roughly 3.3 million tonnes and lower FOB floors adds expected global supply and pressures prices, though the policy dates are partly ambiguous relative to the window.
China's export policy details, including the quota and lower FOB floors, point to more supply at lower price levels, which is bearish.
Details of China's export policy and quota size/price floors shape the supply outlook and price expectations, though dated after the move.
