
StoneX fertilizer analyst Josh Linville says China is tightening urea exports while India is seeking more tonnage, and international urea values rose more than $100 per ton over the holiday weekend. He notes that higher urea prices shift demand toward anhydrous and UAN.
Rising urea prices are likely to push US farmers toward cheaper nitrogen alternatives such as anhydrous and UAN, supporting those prices during a large fall application season.
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.
Dated the same day as the move, it reports international urea values up over $100/ton over the holiday weekend as China tightens exports and India seeks more tonnage, a direct supply and demand driver.
China tightening urea exports while India seeks more tonnage lifted international urea values by over $100/ton over the holiday weekend, directly explaining the spike.