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StoneX's Josh Linville says Iranian and Egyptian nitrogen production shut down after the strikes, removing the third and fourth largest urea exporters from the market. Global urea prices rose between 20 and 40 percent within days.
Supply tightness persists even though a ceasefire has been reached.
Losing two major exporters at once has pushed urea to sharply higher levels, and the tightness is expected to keep fertilizer prices elevated. Higher nitrogen costs also raise the cost of corn and other feed-grain production.
stonex.comGustian Farrow24 jun 2025Na 205 eerdere opwaarts geopolitiek-gebeurtenissen bewoog Ureum zich mediaan +0,4% over 5 sessies (53% hoger; middelste helft -2,1% tot +3,0%), en -0,4% over 20.
Bewegingen van de benchmark van elke grondstof sinds de laatste slotkoers vóór de gebeurtenis. Historische waarden bundelen eerdere gebeurtenissen van hetzelfde soort; ze beschrijven wat er gebeurde, niet wat zal gebeuren. Geen beleggingsadvies.
