
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.
Na 34 eerdere neerwaarts beleid-gebeurtenissen bewoog Ureum zich mediaan -0,8% over 5 sessies (38% hoger; middelste helft -3,3% tot +1,8%), en -4,5% 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.
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.